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 GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $22,199 |
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).
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 | $33,075 | $77,634-57.4% | $156,549-78.9% | $62,891-47.4% |
| Participation rate | 49.3% | 71.2%-21.9pp | 84.0%-34.8pp | 69.3%-20.1pp |
| Annual return | 5.10% | 50.32%-45.2pp | 32.23%-27.1pp | 20.14%-15.0pp |
| Employer contribution / active EE | $208 | $3,444-93.9% | $5,501-96.2% | $2,281-90.9% |
| Participant deferral / active EE | $1,225 | $3,045-59.8% | $4,871-74.9% | $3,203-61.8% |
| Admin fee / account holder | $42 | $5,561-99.2% | $13,027-99.7% | $4,296-99.0% |