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 | Recordkeeping and information managem... | $28,855 |
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 | $53,702 | $49,227+9.1% | $70,449-23.8% | $79,858-32.8% |
| Participation rate | 32.7% | 69.2%-36.5pp | 75.1%-42.4pp | 69.6%-37.0pp |
| Annual return | 14.56% | 30.06%-15.5pp | 109.03%-94.5pp | 31.71%-17.2pp |
| Employer contribution / active EE | $576 | $2,099-72.6% | $2,737-79.0% | $2,471-76.7% |
| Participant deferral / active EE | $2,000 | $2,768-27.8% | $3,709-46.1% | $3,740-46.5% |
| Admin fee / account holder | $96 | $2,878-96.7% | $3,845-97.5% | $5,306-98.2% |