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 | Recordkeeping and information managem... | $89,965 |
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 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 | $16,819 | $36,916-54.4% | $156,549-89.3% | $57,658-70.8% |
| Participation rate | 55.1% | 63.4%-8.3pp | 84.0%-28.9pp | 70.2%-15.1pp |
| Annual return | 8.46% | 12.38%-3.9pp | 32.23%-23.8pp | 5.13%+3.3pp |
| Employer contribution / active EE | $262 | $1,571-83.3% | $5,501-95.2% | $1,974-86.7% |
| Participant deferral / active EE | $852 | $1,926-55.7% | $4,871-82.5% | $3,061-72.1% |
| Admin fee / account holder | $47 | $82-43.3% | $13,027-99.6% | $95-50.5% |