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 GROUP6+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $42,795 |
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 | $57,722 | $54,573+5.8% | $90,951-36.5% | $73,488-21.5% |
| Participation rate | 62.0% | 61.2%+0.9pp | 69.0%-7.0pp | 70.7%-8.6pp |
| Annual return | 13.83% | 16.69%-2.9pp | 134.60%-120.8pp | 28.51%-14.7pp |
| Employer contribution / active EE | $420 | $991-57.6% | $2,122-80.2% | $2,270-81.5% |
| Participant deferral / active EE | $2,749 | $2,517+9.2% | $3,373-18.5% | $3,740-26.5% |
| Admin fee / account holder | $13 | $521-97.4% | $5,959-99.8% | $513-97.4% |