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 GROUP3 years Filed as: STANDCORP FINANCIAL GROUP Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $50,505 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,007 | $106,236-66.1% | $112,228-67.9% | $64,808-44.4% |
| Participation rate | 39.1% | 71.7%-32.6pp | 75.1%-35.9pp | 71.5%-32.4pp |
| Annual return | 4.45% | -6.02%+10.5pp | 27.45%-23.0pp | 32.82%-28.4pp |
| Employer contribution / active EE | $794 | $3,166-74.9% | $3,635-78.2% | $2,506-68.3% |
| Participant deferral / active EE | $2,373 | $3,785-37.3% | $4,728-49.8% | $4,310-45.0% |
| Admin fee / account holder | $71 | $452-84.3% | $6,410-98.9% | $188-62.1% |