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 6-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 GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $23,380 |
Service code 27 · EIN 83-1730027 | Advisory (Plan) | $16,866 |
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 | $44,475 | $65,908-32.5% | $81,812-45.6% | $77,643-42.7% |
| Participation rate | 24.3% | 65.8%-41.5pp | 72.3%-48.1pp | 70.6%-46.3pp |
| Annual return | 29.87% | 26.64%+3.2pp | 773.79%-743.9pp | 31.24%-1.4pp |
| Employer contribution / active EE | $786 | $2,370-66.8% | $2,912-73.0% | $2,726-71.2% |
| Participant deferral / active EE | $2,323 | $3,505-33.7% | $4,319-46.2% | $4,647-50.0% |
| Admin fee / account holder | $186 | $526-64.7% | $7,386-97.5% | $430-56.8% |