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 GROUP6+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $25,372 |
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.
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 | $100,254 | $55,636+80.2% | $81,983+22.3% | $73,488+36.4% |
| Participation rate | 49.2% | 62.3%-13.1pp | 69.2%-20.1pp | 70.7%-21.5pp |
| Annual return | 10.69% | 19.07%-8.4pp | 41.31%-30.6pp | 28.51%-17.8pp |
| Employer contribution / active EE | $0 | $1,625-100.0% | $2,498-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,849 | $2,762-33.0% | $3,722-50.3% | $3,740-50.5% |
| Admin fee / account holder | $15 | $493-96.9% | $5,664-99.7% | $513-97.0% |