See peer percentile detail. $4.99 for your first month.
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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 GROUP5 years Filed as: STANCORP Service code 10 · EIN 93-1253576 | Accounting | $17,574 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,924 | $104,317-91.4% | $159,436-94.4% | $86,799-89.7% |
| Participation rate | 63.1% | 77.7%-14.6pp | 82.8%-19.7pp | 72.3%-9.2pp |
| Annual return | 24.13% | 26.32%-2.2pp | 263.57%-239.4pp | 97.91%-73.8pp |
| Employer contribution / active EE | $393 | $3,451-88.6% | $4,829-91.9% | $2,405-83.6% |
| Participant deferral / active EE | $3,405 | $6,837-50.2% | $7,352-53.7% | $4,131-17.6% |
| Admin fee / account holder | $40 | $172-77.0% | $10,799-99.6% | $170-76.6% |