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 GROUP6+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $67,858 |
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 | $33,290 | $55,636-40.2% | $81,983-59.4% | $73,488-54.7% |
| Participation rate | 66.2% | 62.3%+3.9pp | 69.2%-3.1pp | 70.7%-4.5pp |
| Annual return | 13.30% | 19.07%-5.8pp | 41.31%-28.0pp | 28.51%-15.2pp |
| Employer contribution / active EE | $1,312 | $1,625-19.2% | $2,498-47.5% | $2,270-42.2% |
| Participant deferral / active EE | $2,922 | $2,762+5.8% | $3,722-21.5% | $3,740-21.9% |
| Admin fee / account holder | $133 | $493-72.9% | $5,664-97.6% | $513-74.0% |