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 GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $26,074 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,387 | $58,083-64.9% | $80,019-74.5% | $56,287-63.8% |
| Participation rate | 58.3% | 73.6%-15.3pp | 75.8%-17.5pp | 69.9%-11.6pp |
| Annual return | -6.82% | 34.61%-41.4pp | 11.22%-18.0pp | -9.96%+3.1pp |
| Employer contribution / active EE | $866 | $1,932-55.2% | $2,468-64.9% | $2,111-59.0% |
| Participant deferral / active EE | $1,654 | $3,135-47.2% | $3,686-55.1% | $3,350-50.6% |
| Admin fee / account holder | $33 | $623-94.7% | $6,521-99.5% | $521-93.7% |