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 GROUP4+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Custodial (... | $15,533 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $73,069 | $107,440-32.0% | $105,738-30.9% | $55,725+31.1% |
| Participation rate | 53.1% | 55.5%-2.4pp | 76.3%-23.3pp | 70.9%-17.8pp |
| Annual return | -3.84% | -0.59%-3.3pp | 6.27%-10.1pp | 244.93%-248.8pp |
| Employer contribution / active EE | $156 | $1,448-89.2% | $3,268-95.2% | $2,078-92.5% |
| Participant deferral / active EE | $3,373 | $2,171+55.4% | $4,080-17.3% | $3,356+0.5% |
| Admin fee / account holder | $52 | $283-81.8% | $6,913-99.3% | $115-55.3% |