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 GROUP3+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $17,138 |
AMERITAS LIFE INSURANCE CORP3+ years Filed as: AMERITAS INVESTMENTS COROP. Service code 27 · EIN 47-0663374 | Advisory (Plan) | $13,980 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 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 | $31,669 | $80,753-60.8% | $136,294-76.8% | $62,292-49.2% |
| Participation rate | 44.7% | 73.5%-28.9pp | 81.9%-37.3pp | 69.5%-24.9pp |
| Annual return | 17.23% | 35.83%-18.6pp | 5155.94%-5138.7pp | 28.90%-11.7pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,317 | $5,164-74.5% | $6,247-78.9% | $3,169-58.4% |
| Admin fee / account holder | $196 | $525-62.6% | $9,243-97.9% | $479-59.0% |