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 Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $42,587 |
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).
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 | $25,534 | $46,173-44.7% | $170,442-85.0% | $69,631-63.3% |
| Participation rate | 55.3% | 63.9%-8.6pp | 83.6%-28.3pp | 70.7%-15.4pp |
| Annual return | 16.08% | 21.62%-5.5pp | 205.93%-189.9pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $568 | $1,610-64.7% | $5,433-89.6% | $2,032-72.1% |
| Participant deferral / active EE | $1,457 | $2,080-30.0% | $4,939-70.5% | $3,224-54.8% |
| Admin fee / account holder | $71 | $116-39.2% | $13,880-99.5% | $110-36.1% |