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 GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $52,459 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,760 | $45,382-76.3% | $154,107-93.0% | $75,289-85.7% |
| Participation rate | 23.3% | 65.9%-42.6pp | 83.0%-59.7pp | 72.4%-49.1pp |
| Annual return | 2.42% | -0.47%+2.9pp | 735.12%-732.7pp | -0.04%+2.5pp |
| Employer contribution / active EE | $179 | $1,533-88.3% | $5,298-96.6% | $2,405-92.6% |
| Participant deferral / active EE | $533 | $2,384-77.6% | $5,081-89.5% | $3,739-85.7% |
| Admin fee / account holder | $39 | $89-56.5% | $13,411-99.7% | $102-62.0% |