Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 9-year trajectory for $4.99 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 Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $85,727 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING Service code 27 · EIN 84-4519624 | Advisory (Plan) | $82,999 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,361 | $53,199-44.8% | $155,567-81.1% | $199,768-85.3% |
| Participation rate | 20.6% | 64.1%-43.5pp | 78.2%-57.6pp | 72.0%-51.4pp |
| Annual return | 12.94% | 41.17%-28.2pp | 64.74%-51.8pp | 34.26%-21.3pp |
| Employer contribution / active EE | $436 | $1,852-76.5% | $4,674-90.7% | $3,037-85.6% |
| Participant deferral / active EE | $904 | $3,163-71.4% | $5,628-83.9% | $5,090-82.2% |
| Admin fee / account holder | $241 | $186+30.1% | $15,916-98.5% | $269-10.3% |