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 GROUP2 years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $28,009 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $18,210 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,874 | $62,624-31.5% | $177,989-75.9% | $77,643-44.8% |
| Participation rate | 46.9% | 66.8%-20.0pp | 77.1%-30.2pp | 70.6%-23.7pp |
| Annual return | 24.48% | 16.16%+8.3pp | 294.48%-270.0pp | 31.24%-6.8pp |
| Employer contribution / active EE | $707 | $1,909-63.0% | $3,949-82.1% | $2,726-74.1% |
| Participant deferral / active EE | $1,865 | $4,219-55.8% | $6,276-70.3% | $4,647-59.9% |
| Admin fee / account holder | $181 | $386-53.0% | $10,363-98.3% | $430-57.9% |