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 GROUP4+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $29,058 |
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.
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 | $60,386 | $59,186+2.0% | $76,768-21.3% | $56,287+7.3% |
| Participation rate | 48.5% | 75.2%-26.7pp | 77.0%-28.5pp | 69.9%-21.3pp |
| Annual return | -5.14% | 6.62%-11.8pp | 2.43%-7.6pp | -9.96%+4.8pp |
| Employer contribution / active EE | $377 | $1,759-78.5% | $2,485-84.8% | $2,111-82.1% |
| Participant deferral / active EE | $1,653 | $3,255-49.2% | $3,852-57.1% | $3,350-50.6% |
| Admin fee / account holder | $20 | $489-95.9% | $6,675-99.7% | $521-96.2% |