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 GROUP3 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $12,245 |
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 | $28,185 | $58,879-52.1% | $178,490-84.2% | $73,488-61.6% |
| Participation rate | 52.6% | 66.2%-13.6pp | 81.9%-29.3pp | 70.7%-18.1pp |
| Annual return | 13.48% | 24.86%-11.4pp | 151.07%-137.6pp | 28.51%-15.0pp |
| Employer contribution / active EE | $453 | $2,236-79.8% | $5,011-91.0% | $2,270-80.1% |
| Participant deferral / active EE | $1,617 | $2,567-37.0% | $5,202-68.9% | $3,740-56.8% |
| Admin fee / account holder | $238 | $400-40.6% | $13,984-98.3% | $513-53.7% |