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 | Recordkeeping and information managem... | $55,406 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,455 | $79,700+208.0% | $153,485+59.9% | $74,495+229.5% |
| Participation rate | 60.3% | 69.8%-9.5pp | 77.1%-16.8pp | 67.2%-6.9pp |
| Annual return | 12.08% | 15.07%-3.0pp | 15.65%-3.6pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $1,403 | $4,016-65.1% | $5,039-72.2% | $2,623-46.5% |
| Participant deferral / active EE | $4,037 | $5,315-24.0% | $6,757-40.3% | $4,346-7.1% |
| Admin fee / account holder | $11 | $1,790-99.4% | $12,724-99.9% | $1,942-99.4% |