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 Filed as: STANCORP Service code 10 · EIN 93-1253576 | Accounting | $40,745 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $6,975 | $88,122-92.1% | $141,162-95.1% | $67,579-89.7% |
| Participation rate | 62.1% | 76.5%-14.4pp | 82.5%-20.4pp | 71.3%-9.2pp |
| Annual return | 29.53% | 75.40%-45.9pp | 71.39%-41.9pp | 378.56%-349.0pp |
| Employer contribution / active EE | $87 | $3,224-97.3% | $4,735-98.2% | $2,148-95.9% |
| Participant deferral / active EE | $3,488 | $5,958-41.4% | $6,709-48.0% | $3,539-1.4% |
| Admin fee / account holder | $69 | $131-47.3% | $10,261-99.3% | $142-51.6% |