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 GROUP8+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $46,556 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,350 | $106,236-54.5% | $112,228-56.9% | $64,808-25.4% |
| Participation rate | 35.0% | 71.7%-36.7pp | 75.1%-40.0pp | 71.5%-36.4pp |
| Annual return | -15.38% | -6.02%-9.4pp | 27.45%-42.8pp | 32.82%-48.2pp |
| Employer contribution / active EE | $424 | $3,166-86.6% | $3,635-88.3% | $2,506-83.1% |
| Participant deferral / active EE | $2,322 | $3,785-38.7% | $4,728-50.9% | $4,310-46.1% |
| Admin fee / account holder | $22 | $452-95.2% | $6,410-99.7% | $188-88.5% |