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 | Claims processing; Direct payment fro... | $37,816 |
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 | $67,614 | $47,448+42.5% | $94,993-28.8% | $62,292+8.5% |
| Participation rate | 72.2% | 66.5%+5.7pp | 73.9%-1.7pp | 69.5%+2.7pp |
| Annual return | 19.43% | 22.64%-3.2pp | 27.12%-7.7pp | 28.90%-9.5pp |
| Employer contribution / active EE | $2,239 | $1,300+72.2% | $2,603-14.0% | $2,042+9.7% |
| Participant deferral / active EE | $3,348 | $2,375+41.0% | $3,317+0.9% | $3,169+5.6% |
| Admin fee / account holder | $8 | $434-98.2% | $4,960-99.8% | $479-98.3% |