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 GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $263,559 |
Service code 12 · EIN 47-2953938 | Custodial (other than securities); Re... | $154,418 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,559 | $50,815-32.0% | $155,509-77.8% | $77,643-55.5% |
| Participation rate | 64.3% | 63.1%+1.2pp | 78.2%-13.9pp | 70.6%-6.2pp |
| Annual return | 12.81% | 34.80%-22.0pp | 64.67%-51.9pp | 31.24%-18.4pp |
| Employer contribution / active EE | $154 | $1,993-92.3% | $4,672-96.7% | $2,726-94.3% |
| Participant deferral / active EE | $3,263 | $2,822+15.6% | $5,626-42.0% | $4,647-29.8% |
| Admin fee / account holder | $31 | $437-92.9% | $15,912-99.8% | $430-92.8% |