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+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $52,330 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $34,867 | $38,925-10.4% | $73,843-52.8% | $55,191-36.8% |
| Participation rate | 46.8% | 66.0%-19.3pp | 73.4%-26.7pp | 69.2%-22.4pp |
| Annual return | -1.80% | 6.31%-8.1pp | 2267.84%-2269.6pp | 10.78%-12.6pp |
| Employer contribution / active EE | $482 | $1,695-71.6% | $2,787-82.7% | $1,899-74.6% |
| Participant deferral / active EE | $1,624 | $2,351-30.9% | $3,583-54.7% | $3,046-46.7% |
| Admin fee / account holder | $65 | $83-22.0% | $4,880-98.7% | $91-28.8% |