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 GROUP9+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $48,656 |
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 | $56,356 | $92,971-39.4% | $96,683-41.7% | $74,419-24.3% |
| Participation rate | 29.0% | 71.5%-42.5pp | 74.3%-45.3pp | 70.7%-41.7pp |
| Annual return | 17.28% | 37.49%-20.2pp | 35.69%-18.4pp | 34.38%-17.1pp |
| Employer contribution / active EE | $378 | $3,426-89.0% | $3,737-89.9% | $2,637-85.7% |
| Participant deferral / active EE | $1,816 | $3,970-54.3% | $4,878-62.8% | $4,528-59.9% |
| Admin fee / account holder | $10 | $633-98.5% | $6,730-99.9% | $348-97.3% |