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); Re... | $67,928 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,231 | $59,263+86.0% | $96,562+14.2% | $79,386+38.9% |
| Participation rate | 33.2% | 61.9%-28.7pp | 69.8%-36.6pp | 70.7%-37.5pp |
| Annual return | 19.08% | 27.07%-8.0pp | 37.78%-18.7pp | 116.85%-97.8pp |
| Employer contribution / active EE | $622 | $1,216-48.9% | $2,356-73.6% | $2,427-74.4% |
| Participant deferral / active EE | $1,413 | $2,948-52.1% | $3,849-63.3% | $4,046-65.1% |
| Admin fee / account holder | $44 | $658-93.4% | $6,181-99.3% | $626-93.0% |