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 GROUP4+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $342,392 |
EISNERAMPER LLP4+ years Service code 10 · EIN 13-1639826 | Accounting | $25,420 |
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 | $55,281 | $78,852-29.9% | $76,768-28.0% | $75,289-26.6% |
| Participation rate | 57.9% | 85.0%-27.1pp | 77.0%-19.1pp | 72.4%-14.6pp |
| Annual return | -2.24% | -1.29%-1.0pp | 2.43%-4.7pp | -0.04%-2.2pp |
| Employer contribution / active EE | $1,212 | $2,794-56.6% | $2,485-51.2% | $2,405-49.6% |
| Participant deferral / active EE | $3,844 | $4,800-19.9% | $3,852-0.2% | $3,739+2.8% |
| Admin fee / account holder | $39 | $79-51.2% | $6,675-99.4% | $102-62.4% |