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 GROUP11+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $31,629 |
Employer 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 | $157,593 | $66,098+138.4% | $101,794+54.8% | $74,304+112.1% |
| Participation rate | 93.3% | 53.8%+39.6pp | 69.2%+24.1pp | 60.3%+33.0pp |
| Annual return | 15.02% | 19.59%-4.6pp | 30.53%-15.5pp | 29.43%-14.4pp |
| Employer contribution / active EE | $4 | $1,082-99.7% | $2,289-99.8% | $2,241-99.8% |
| Participant deferral / active EE | $6,382 | $2,781+129.5% | $4,084+56.3% | $3,767+69.4% |
| Admin fee / account holder | $170 | $4,146-95.9% | $8,777-98.1% | $2,969-94.3% |