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... | $79,758 |
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.
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 | $56,983 | $56,443+1.0% | $83,848-32.0% | $55,725+2.3% |
| Participation rate | 45.5% | 72.0%-26.6pp | 76.1%-30.7pp | 70.9%-25.4pp |
| Annual return | -6.77% | 393.67%-400.4pp | 850.88%-857.6pp | 244.93%-251.7pp |
| Employer contribution / active EE | $542 | $2,682-79.8% | $3,631-85.1% | $2,078-73.9% |
| Participant deferral / active EE | $2,916 | $2,965-1.6% | $4,082-28.5% | $3,356-13.1% |
| Admin fee / account holder | $29 | $156-81.2% | $5,478-99.5% | $115-74.5% |