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 | Direct payment from the plan; Claims ... | $36,283 |
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 | $24,930 | $51,466-51.6% | $78,778-68.4% | $62,292-60.0% |
| Participation rate | 97.2% | 59.8%+37.4pp | 69.2%+28.0pp | 69.5%+27.7pp |
| Annual return | 16.97% | 19.96%-3.0pp | 35.62%-18.6pp | 28.90%-11.9pp |
| Employer contribution / active EE | $1,836 | $827+121.9% | $1,986-7.6% | $2,042-10.1% |
| Participant deferral / active EE | $679 | $2,147-68.4% | $2,958-77.0% | $3,169-78.6% |
| Admin fee / account holder | $36 | $489-92.6% | $5,134-99.3% | $479-92.4% |