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 GROUP3+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $23,694 |
SECURITIES AMERICA INC3+ years Filed as: SECURITIES AMERICA ADVISORS,INC. Service code 27 · EIN 47-0648506 | Advisory (Plan) | $8,001 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,539 | $55,453-53.9% | $170,442-85.0% | $62,292-59.0% |
| Participation rate | 64.4% | 66.4%-2.0pp | 83.6%-19.2pp | 69.5%-5.2pp |
| Annual return | 15.59% | 21.38%-5.8pp | 205.93%-190.3pp | 28.90%-13.3pp |
| Employer contribution / active EE | $404 | $2,164-81.3% | $5,433-92.6% | $2,042-80.2% |
| Participant deferral / active EE | $1,731 | $2,303-24.8% | $4,939-65.0% | $3,169-45.4% |
| Admin fee / account holder | $181 | $455-60.2% | $13,880-98.7% | $479-62.2% |