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... | $72,896 |
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 | $27,371 | $56,152-51.3% | $185,823-85.3% | $73,409-62.7% |
| Participation rate | 34.7% | 67.6%-32.9pp | 78.0%-43.4pp | 72.2%-37.5pp |
| Annual return | 14.80% | 17.59%-2.8pp | 35.95%-21.2pp | 59.29%-44.5pp |
| Employer contribution / active EE | $222 | $1,532-85.5% | $4,087-94.6% | $2,234-90.1% |
| Participant deferral / active EE | $1,711 | $3,659-53.2% | $5,632-69.6% | $3,805-55.0% |
| Admin fee / account holder | $61 | $132-54.0% | $9,500-99.4% | $158-61.6% |