Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $173,084 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,086 | $31,741-8.4% | $56,441-48.5% | $199,768-85.4% |
| Participation rate | 16.3% | 32.3%-16.1pp | 52.5%-36.2pp | 72.0%-55.8pp |
| Annual return | 13.50% | 14.72%-1.2pp | 1704.21%-1690.7pp | 34.26%-20.8pp |
| Employer contribution / active EE | $170 | $508-66.5% | $1,039-83.6% | $3,037-94.4% |
| Participant deferral / active EE | $513 | $1,184-56.7% | $1,953-73.7% | $5,090-89.9% |
| Admin fee / account holder | $89 | $426-79.2% | $2,829-96.9% | $269-67.0% |