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 | Claims processing; Custodial (other t... | $37,814 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $23,840 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,350 | $50,982-40.5% | $154,803-80.4% | $85,563-64.5% |
| Participation rate | 37.7% | 59.8%-22.0pp | 78.1%-40.3pp | 66.0%-28.2pp |
| Annual return | 9.29% | 30.35%-21.1pp | 58.88%-49.6pp | 31.51%-22.2pp |
| Employer contribution / active EE | $401 | $1,708-76.5% | $4,305-90.7% | $2,654-84.9% |
| Participant deferral / active EE | $1,122 | $2,474-54.6% | $5,540-79.7% | $4,375-74.3% |
| Admin fee / account holder | $187 | $846-77.9% | $14,329-98.7% | $834-77.6% |