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 | Direct payment from the plan; Recordk... | $13,510 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,335 | $60,323-19.9% | $81,812-40.9% | $74,495-35.1% |
| Participation rate | 65.6% | 62.9%+2.8pp | 72.3%-6.7pp | 67.2%-1.6pp |
| Annual return | 8.83% | 16.90%-8.1pp | 773.79%-765.0pp | 1364.94%-1356.1pp |
| Employer contribution / active EE | $833 | $2,620-68.2% | $2,912-71.4% | $2,623-68.2% |
| Participant deferral / active EE | $899 | $3,387-73.5% | $4,319-79.2% | $4,346-79.3% |
| Admin fee / account holder | $27 | $1,486-98.2% | $7,386-99.6% | $1,942-98.6% |