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+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $23,988 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,763 | $75,828-79.2% | $147,614-89.3% | $59,632-73.6% |
| Participation rate | 84.2% | 71.6%+12.6pp | 84.6%-0.4pp | 68.7%+15.5pp |
| Annual return | -2.30% | 0.37%-2.7pp | 61.98%-64.3pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $514 | $3,485-85.3% | $5,564-90.8% | $2,203-76.7% |
| Participant deferral / active EE | $505 | $3,130-83.9% | $4,895-89.7% | $3,192-84.2% |
| Admin fee / account holder | $17 | $5,985-99.7% | $11,611-99.9% | $4,297-99.6% |