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 8-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 | Direct payment from the plan; Recordk... | $60,757 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,698 | $42,886+15.9% | $88,946-44.1% | $85,563-41.9% |
| Participation rate | 37.5% | 37.9%-0.4pp | 68.8%-31.3pp | 66.0%-28.4pp |
| Annual return | 15.13% | 44.56%-29.4pp | 57.82%-42.7pp | 31.51%-16.4pp |
| Employer contribution / active EE | $0 | $1,147-100.0% | $2,555-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,452 | $2,108-31.1% | $4,581-68.3% | $4,375-66.8% |
| Admin fee / account holder | $24 | $2,263-98.9% | $8,261-99.7% | $834-97.1% |