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 Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Claims pro... | $37,195 |
SOUNDRIVER ADVISORS, LLC2+ years Service code 27 · EIN 80-0882661 | Advisory (Plan) | $33,875 |
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 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 | $32,611 | $37,044-12.0% | $71,796-54.6% | $57,658-43.4% |
| Participation rate | 51.7% | 61.1%-9.5pp | 69.1%-17.5pp | 70.2%-18.6pp |
| Annual return | 8.06% | 12.64%-4.6pp | 78.04%-70.0pp | 5.13%+2.9pp |
| Employer contribution / active EE | $0 | $720-100.0% | $1,924-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,445 | $1,974+23.8% | $2,794-12.5% | $3,061-20.1% |
| Admin fee / account holder | $278 | $101+175.5% | $4,815-94.2% | $95+194.2% |