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 8-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 Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $29,408 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $23,659 | $61,473-61.5% | $81,930-71.1% | $73,409-67.8% |
| Participation rate | 68.9% | 72.4%-3.5pp | 72.0%-3.1pp | 72.2%-3.2pp |
| Annual return | 24.15% | 28.26%-4.1pp | 29.49%-5.3pp | 59.29%-35.1pp |
| Employer contribution / active EE | $3,045 | $1,898+60.5% | $4,310-29.3% | $2,234+36.3% |
| Participant deferral / active EE | $2,966 | $3,080-3.7% | $7,107-58.3% | $3,805-22.1% |
| Admin fee / account holder | $148 | $125+17.8% | $5,158-97.1% | $158-6.4% |