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 GROUP3+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $40,454 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,084 | $28,416+27.0% | $73,545-50.9% | $69,631-48.2% |
| Participation rate | 9.1% | 38.3%-29.3pp | 54.9%-45.9pp | 70.7%-61.6pp |
| Annual return | 14.61% | -694.13%+708.7pp | -15.16%+29.8pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $109 | $430-74.7% | $1,219-91.1% | $2,032-94.6% |
| Participant deferral / active EE | $280 | $897-68.8% | $1,806-84.5% | $3,224-91.3% |
| Admin fee / account holder | $61 | $104-42.0% | $2,320-97.4% | $110-45.1% |