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 GROUP7 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $82,566 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,205 | $50,127-57.7% | $149,673-85.8% | $80,160-73.5% |
| Participation rate | 20.3% | 64.3%-44.0pp | 78.8%-58.5pp | 72.9%-52.7pp |
| Annual return | 18.81% | 29.82%-11.0pp | 134.42%-115.6pp | 40.38%-21.6pp |
| Employer contribution / active EE | $236 | $1,865-87.3% | $4,818-95.1% | $2,978-92.1% |
| Participant deferral / active EE | $744 | $3,194-76.7% | $5,680-86.9% | $5,017-85.2% |
| Admin fee / account holder | $38 | $153-74.9% | $13,210-99.7% | $145-73.5% |