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 GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $30,647 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $40,041 | $55,416-27.7% | $75,972-47.3% | $77,643-48.4% |
| Participation rate | 33.6% | 63.6%-30.0pp | 69.1%-35.5pp | 70.6%-37.0pp |
| Annual return | 14.25% | 17.07%-2.8pp | 359.55%-345.3pp | 31.24%-17.0pp |
| Employer contribution / active EE | $272 | $1,788-84.8% | $2,685-89.9% | $2,726-90.0% |
| Participant deferral / active EE | $1,821 | $3,447-47.2% | $4,255-57.2% | $4,647-60.8% |
| Admin fee / account holder | $54 | $414-87.1% | $6,467-99.2% | $430-87.6% |