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 | Direct payment from the plan; Claims ... | $12,336 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $46,337 | $58,879-21.3% | $178,490-74.0% | $73,488-36.9% |
| Participation rate | 65.9% | 66.2%-0.3pp | 81.9%-16.0pp | 70.7%-4.8pp |
| Annual return | 2.87% | 24.86%-22.0pp | 151.07%-148.2pp | 28.51%-25.6pp |
| Employer contribution / active EE | $2,548 | $2,236+14.0% | $5,011-49.1% | $2,270+12.3% |
| Participant deferral / active EE | $2,306 | $2,567-10.2% | $5,202-55.7% | $3,740-38.3% |
| Admin fee / account holder | $13 | $400-96.9% | $13,984-99.9% | $513-97.6% |