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 | Direct payment from the plan; Custodi... | $44,249 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $51,562 | $91,517-43.7% | $101,248-49.1% | $73,409-29.8% |
| Participation rate | 32.7% | 73.8%-41.1pp | 75.8%-43.1pp | 72.2%-39.5pp |
| Annual return | 11.56% | 17.17%-5.6pp | 46.47%-34.9pp | 59.29%-47.7pp |
| Employer contribution / active EE | $327 | $2,877-88.6% | $3,660-91.1% | $2,234-85.4% |
| Participant deferral / active EE | $2,067 | $3,338-38.1% | $4,370-52.7% | $3,805-45.7% |
| Admin fee / account holder | $33 | $216-84.6% | $5,945-99.4% | $158-79.0% |