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 GROUP3+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $73,496 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $165,007 | $56,443+192.3% | $83,848+96.8% | $55,725+196.1% |
| Participation rate | 66.3% | 72.0%-5.7pp | 76.1%-9.8pp | 70.9%-4.5pp |
| Annual return | 10.61% | 393.67%-383.1pp | 850.88%-840.3pp | 244.93%-234.3pp |
| Employer contribution / active EE | $3,525 | $2,682+31.5% | $3,631-2.9% | $2,078+69.6% |
| Participant deferral / active EE | $6,030 | $2,965+103.4% | $4,082+47.7% | $3,356+79.7% |
| Admin fee / account holder | $28 | $156-82.0% | $5,478-99.5% | $115-75.6% |