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 GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $16,776 |
Service code 27 · EIN 81-4074304 | Advisory (Plan) | $7,951 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,434 | $101,317-43.3% | $146,958-60.9% | $74,495-22.9% |
| Participation rate | 75.4% | 75.5%-0.2pp | 82.2%-6.8pp | 67.2%+8.2pp |
| Annual return | 25.17% | 8730.91%-8705.7pp | 418.34%-393.2pp | 1364.94%-1339.8pp |
| Employer contribution / active EE | $1,247 | $3,810-67.3% | $4,933-74.7% | $2,623-52.4% |
| Participant deferral / active EE | $4,940 | $7,303-32.4% | $8,070-38.8% | $4,346+13.7% |
| Admin fee / account holder | $111 | $1,739-93.6% | $12,998-99.1% | $1,942-94.3% |