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 GROUP4 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $36,711 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 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 | $66,481 | $99,957-33.5% | $149,696-55.6% | $73,488-9.5% |
| Participation rate | 61.7% | 75.7%-14.0pp | 82.5%-20.8pp | 70.7%-9.0pp |
| Annual return | -9.12% | 53.87%-63.0pp | 276.60%-285.7pp | 28.51%-37.6pp |
| Employer contribution / active EE | $2,982 | $3,191-6.5% | $4,644-35.8% | $2,270+31.4% |
| Participant deferral / active EE | $8,372 | $6,073+37.9% | $6,842+22.4% | $3,740+123.9% |
| Admin fee / account holder | $12 | $551-97.7% | $9,309-99.9% | $513-97.6% |