See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Filed as: STANDCORP FINANCIAL GROUP Service code 13 · EIN 93-1253576 | Contract Administrator | $57,465 |
Filed as: PROCOURSE FIDUCIARY ADVISORS LLC Service code 27 · EIN 45-5291215 | Advisory (Plan) | $27,733 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,367 | $129,021-60.2% | $184,203-72.1% | $77,643-33.8% |
| Participation rate | 69.3% | 87.3%-18.1pp | 86.8%-17.6pp | 70.6%-1.3pp |
| Annual return | 0.00% | 33.27%-33.3pp | 28.81%-28.8pp | 31.24%-31.2pp |
| Employer contribution / active EE | $2,774 | $4,413-37.1% | $6,427-56.8% | $2,726+1.8% |
| Participant deferral / active EE | $8,080 | $7,297+10.7% | $9,131-11.5% | $4,647+73.9% |
| Admin fee / account holder | $97 | $254-61.8% | $13,901-99.3% | $430-77.4% |