See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $9,491 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,698 | $59,328-56.7% | $118,925-78.4% | $73,488-65.0% |
| Participation rate | 54.0% | 62.3%-8.3pp | 75.4%-21.4pp | 70.7%-16.7pp |
| Annual return | 6.34% | 19.13%-12.8pp | 35.88%-29.5pp | 28.51%-22.2pp |
| Employer contribution / active EE | $895 | $1,803-50.4% | $3,263-72.6% | $2,270-60.6% |
| Participant deferral / active EE | $2,027 | $2,604-22.2% | $4,265-52.5% | $3,740-45.8% |
| Admin fee / account holder | $45 | $600-92.5% | $6,581-99.3% | $513-91.2% |