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 GROUP5+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $24,474 |
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 | $16,524 | $52,953-68.8% | $172,739-90.4% | $65,185-74.6% |
| Participation rate | 77.4% | 66.2%+11.2pp | 82.6%-5.2pp | 70.2%+7.2pp |
| Annual return | 20.80% | 30.12%-9.3pp | 802.84%-782.0pp | 29.38%-8.6pp |
| Employer contribution / active EE | $529 | $2,190-75.9% | $5,143-89.7% | $2,177-75.7% |
| Participant deferral / active EE | $780 | $2,471-68.4% | $5,198-85.0% | $3,514-77.8% |
| Admin fee / account holder | $13 | $472-97.2% | $13,954-99.9% | $847-98.4% |