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 GROUP5+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $59,292 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,736 | $47,922-33.8% | $75,886-58.2% | $65,185-51.3% |
| Participation rate | 64.7% | 63.0%+1.7pp | 69.3%-4.6pp | 70.2%-5.5pp |
| Annual return | 17.84% | 24.12%-6.3pp | 30.76%-12.9pp | 29.38%-11.5pp |
| Employer contribution / active EE | $1,259 | $1,557-19.1% | $2,500-49.6% | $2,177-42.1% |
| Participant deferral / active EE | $2,855 | $2,550+11.9% | $3,603-20.8% | $3,514-18.8% |
| Admin fee / account holder | $147 | $532-72.3% | $5,418-97.3% | $847-82.6% |