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 GROUP3+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $251,047 |
EISNERAMPER LLP3+ years Service code 10 · EIN 13-1639826 | Accounting | $19,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,866 | $88,730-30.3% | $82,313-24.8% | $77,958-20.6% |
| Participation rate | 53.6% | 84.5%-31.0pp | 76.9%-23.3pp | 71.6%-18.1pp |
| Annual return | 20.48% | 20.88%-0.4pp | 25.88%-5.4pp | 20.87%-0.4pp |
| Employer contribution / active EE | $1,083 | $2,758-60.7% | $2,428-55.4% | $2,310-53.1% |
| Participant deferral / active EE | $3,556 | $4,634-23.3% | $3,706-4.1% | $3,537+0.5% |
| Admin fee / account holder | $35 | $74-52.2% | $5,608-99.4% | $97-63.7% |