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 GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $137,274 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,865 | $54,193-67.0% | $93,606-80.9% | $77,643-77.0% |
| Participation rate | 78.8% | 63.9%+14.9pp | 68.7%+10.1pp | 70.6%+8.2pp |
| Annual return | 13.39% | 30.54%-17.2pp | 133.20%-119.8pp | 31.24%-17.8pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,420-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,350 | $3,144-25.2% | $4,411-46.7% | $4,647-49.4% |
| Admin fee / account holder | $39 | $576-93.3% | $8,285-99.5% | $430-91.0% |