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 GROUP1+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $290,545 |
EISNERAMPER LLP1+ years Service code 10 · EIN 13-1639826 | Accounting | $27,756 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 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 | $48,924 | $71,957-32.0% | $67,652-27.7% | $59,188-17.3% |
| Participation rate | 48.6% | 82.7%-34.0pp | 75.7%-27.0pp | 69.4%-20.8pp |
| Annual return | 1.50% | 8.53%-7.0pp | 6625.04%-6623.5pp | 5.51%-4.0pp |
| Employer contribution / active EE | $1,021 | $2,432-58.0% | $2,266-54.9% | $2,098-51.3% |
| Participant deferral / active EE | $3,197 | $4,211-24.1% | $3,560-10.2% | $3,265-2.1% |
| Admin fee / account holder | $51 | $64-20.3% | $4,821-98.9% | $92-44.5% |