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 GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $13,135 |
Service code 27 · EIN 83-4717882 | Advisory (Plan) | $5,793 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,899 | $65,557-62.0% | $64,056-61.1% | $71,457-65.2% |
| Participation rate | 37.5% | 73.2%-35.7pp | 72.3%-34.8pp | 67.9%-30.4pp |
| Annual return | 19.49% | 18.94%+0.5pp | 33.69%-14.2pp | 28.85%-9.4pp |
| Employer contribution / active EE | $495 | $2,669-81.4% | $2,747-82.0% | $2,588-80.9% |
| Participant deferral / active EE | $1,777 | $3,626-51.0% | $3,880-54.2% | $4,289-58.6% |
| Admin fee / account holder | $201 | $616-67.3% | $3,068-93.4% | $1,587-87.3% |