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... | $41,724 |
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $19,830 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $3,578 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,086 | $54,193-20.5% | $93,606-54.0% | $77,643-44.5% |
| Participation rate | 52.8% | 63.9%-11.2pp | 68.7%-16.0pp | 70.6%-17.8pp |
| Annual return | 12.52% | 30.54%-18.0pp | 133.20%-120.7pp | 31.24%-18.7pp |
| Employer contribution / active EE | $345 | $1,168-70.5% | $2,420-85.7% | $2,726-87.3% |
| Participant deferral / active EE | $2,094 | $3,144-33.4% | $4,411-52.5% | $4,647-54.9% |
| Admin fee / account holder | $190 | $576-67.0% | $8,285-97.7% | $430-55.8% |