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 Filed as: STANDCORP FINANCIAL GROUP Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $70,137 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $20,786 | $92,971-77.6% | $96,683-78.5% | $74,419-72.1% |
| Participation rate | 66.9% | 71.5%-4.6pp | 74.3%-7.4pp | 70.7%-3.8pp |
| Annual return | 25.74% | 37.49%-11.7pp | 35.69%-10.0pp | 34.38%-8.6pp |
| Employer contribution / active EE | $898 | $3,426-73.8% | $3,737-76.0% | $2,637-65.9% |
| Participant deferral / active EE | $2,365 | $3,970-40.4% | $4,878-51.5% | $4,528-47.8% |
| Admin fee / account holder | $45 | $633-92.8% | $6,730-99.3% | $348-86.9% |