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 GROUP8+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $468,959 |
EISNERAMPER LLP8+ years Service code 10 · EIN 87-1363769 | Accounting | $20,580 |
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.
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 | $69,151 | $130,141-46.9% | $86,677-20.2% | $77,904-11.2% |
| Participation rate | 55.5% | 85.9%-30.4pp | 76.6%-21.1pp | 73.7%-18.2pp |
| Annual return | -15.33% | -12.75%-2.6pp | 35.91%-51.2pp | 12.21%-27.5pp |
| Employer contribution / active EE | $924 | $3,220-71.3% | $2,836-67.4% | $2,848-67.6% |
| Participant deferral / active EE | $4,166 | $5,757-27.6% | $4,656-10.5% | $4,806-13.3% |
| Admin fee / account holder | $38 | $132-71.4% | $7,493-99.5% | $133-71.5% |