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 9-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 GROUP8+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $67,684 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $92,971-100.0% | $96,683-100.0% | $74,419-100.0% |
| Participation rate | 0.0% | 71.5%-71.5pp | 74.3%-74.3pp | 70.7%-70.7pp |
| Annual return | 13.77% | 37.49%-23.7pp | 35.69%-21.9pp | 34.38%-20.6pp |
| Employer contribution / active EE | $7,532 | $3,426+119.9% | $3,737+101.6% | $2,637+185.6% |
| Participant deferral / active EE | $6,389 | $3,970+60.9% | $4,878+31.0% | $4,528+41.1% |
| Admin fee / account holder | $0 | $633-100.0% | $6,730-100.0% | $348-100.0% |