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 GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $6,451 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,682 | $60,349-69.0% | $74,183-74.8% | $62,891-70.3% |
| Participation rate | 44.3% | 72.7%-28.4pp | 76.6%-32.3pp | 69.3%-25.0pp |
| Annual return | 5.82% | 21.37%-15.6pp | 17.74%-11.9pp | 20.14%-14.3pp |
| Employer contribution / active EE | $374 | $1,680-77.7% | $2,370-84.2% | $2,281-83.6% |
| Participant deferral / active EE | $1,294 | $2,856-54.7% | $3,550-63.5% | $3,203-59.6% |
| Admin fee / account holder | $17 | $4,261-99.6% | $5,586-99.7% | $4,296-99.6% |