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 Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $30,254 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $20,096 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,527 | $71,964-36.7% | $167,512-72.8% | $85,563-46.8% |
| Participation rate | 51.0% | 61.0%-10.0pp | 77.1%-26.1pp | 66.0%-15.0pp |
| Annual return | 11.57% | 18.83%-7.3pp | 1615.79%-1604.2pp | 31.51%-19.9pp |
| Employer contribution / active EE | $830 | $1,875-55.7% | $3,882-78.6% | $2,654-68.7% |
| Participant deferral / active EE | $2,414 | $4,110-41.2% | $6,405-62.3% | $4,375-44.8% |
| Admin fee / account holder | $210 | $815-74.3% | $9,769-97.9% | $834-74.9% |