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 GROUP5+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $26,947 |
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 | $72,732 | $65,376+11.3% | $87,100-16.5% | $65,185+11.6% |
| Participation rate | 50.7% | 75.3%-24.6pp | 76.9%-26.1pp | 70.2%-19.5pp |
| Annual return | 22.73% | 31.27%-8.5pp | 28.19%-5.5pp | 29.38%-6.7pp |
| Employer contribution / active EE | $410 | $1,822-77.5% | $2,521-83.7% | $2,177-81.2% |
| Participant deferral / active EE | $1,753 | $3,388-48.3% | $4,049-56.7% | $3,514-50.1% |
| Admin fee / account holder | $21 | $520-95.9% | $7,497-99.7% | $847-97.5% |