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 GROUP6+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $424,202 |
EISNERAMPER LLP6+ years Service code 10 · EIN 13-1639826 | Accounting | $22,100 |
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.
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 | $74,105 | $176,491-58.0% | $95,952-22.8% | $90,288-17.9% |
| Participation rate | 54.4% | 86.6%-32.2pp | 77.1%-22.7pp | 73.4%-18.9pp |
| Annual return | 15.39% | 20.14%-4.8pp | 91.61%-76.2pp | 53.97%-38.6pp |
| Employer contribution / active EE | $326 | $2,789-88.3% | $2,541-87.2% | $2,524-87.1% |
| Participant deferral / active EE | $3,177 | $5,340-40.5% | $4,167-23.8% | $4,232-24.9% |
| Admin fee / account holder | $36 | $154-76.3% | $6,795-99.5% | $114-68.0% |