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 GROUP2+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $22,764 |
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 | $17,711 | $77,634-77.2% | $156,549-88.7% | $62,891-71.8% |
| Participation rate | 77.0% | 71.2%+5.8pp | 84.0%-7.0pp | 69.3%+7.7pp |
| Annual return | 6.80% | 50.32%-43.5pp | 32.23%-25.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $554 | $3,444-83.9% | $5,501-89.9% | $2,281-75.7% |
| Participant deferral / active EE | $588 | $3,045-80.7% | $4,871-87.9% | $3,203-81.6% |
| Admin fee / account holder | $14 | $5,561-99.7% | $13,027-99.9% | $4,296-99.7% |