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... | $42,887 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $110,337 | $123,793-10.9% | $177,821-38.0% | $79,858+38.2% |
| Participation rate | 65.9% | 84.7%-18.8pp | 87.7%-21.9pp | 69.6%-3.8pp |
| Annual return | 13.13% | 22.82%-9.7pp | 48.32%-35.2pp | 31.71%-18.6pp |
| Employer contribution / active EE | $2,061 | $4,095-49.7% | $5,918-65.2% | $2,471-16.6% |
| Participant deferral / active EE | $3,868 | $5,956-35.1% | $7,714-49.9% | $3,740+3.4% |
| Admin fee / account holder | $132 | $7,243-98.2% | $12,427-98.9% | $5,306-97.5% |