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 GROUP8+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $29,138 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,860 | $65,061-71.0% | $143,757-86.9% | $66,914-71.8% |
| Participation rate | 66.1% | 65.2%+0.9pp | 80.3%-14.2pp | 69.8%-3.7pp |
| Annual return | -14.35% | -11.14%-3.2pp | -0.04%-14.3pp | 1.58%-15.9pp |
| Employer contribution / active EE | $602 | $2,361-74.5% | $4,951-87.8% | $2,544-76.3% |
| Participant deferral / active EE | $792 | $2,919-72.9% | $5,637-86.0% | $4,237-81.3% |
| Admin fee / account holder | $24 | $502-95.3% | $14,673-99.8% | $593-96.0% |