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; Claims ... | $56,973 |
Service code 27 · EIN 83-4717882 | Advisory (Plan) | $40,309 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,402 | $89,808-72.8% | $100,391-75.7% | $77,643-68.6% |
| Participation rate | 93.3% | 81.2%+12.1pp | 81.5%+11.8pp | 70.6%+22.7pp |
| Annual return | 15.05% | 20.62%-5.6pp | 49.20%-34.2pp | 31.24%-16.2pp |
| Employer contribution / active EE | $2,142 | $3,039-29.5% | $3,942-45.7% | $2,726-21.4% |
| Participant deferral / active EE | $3,894 | $8,284-53.0% | $8,082-51.8% | $4,647-16.2% |
| Admin fee / account holder | $183 | $174+5.1% | $7,899-97.7% | $430-57.4% |