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 GROUP5+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $62,245 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $66,054 | $54,237+21.8% | $90,281-26.8% | $67,579-2.3% |
| Participation rate | 50.2% | 68.6%-18.5pp | 73.3%-23.1pp | 71.3%-21.1pp |
| Annual return | 25.29% | 37.27%-12.0pp | 78.10%-52.8pp | 378.56%-353.3pp |
| Employer contribution / active EE | $703 | $1,846-61.9% | $2,854-75.4% | $2,148-67.3% |
| Participant deferral / active EE | $2,028 | $2,625-22.7% | $3,885-47.8% | $3,539-42.7% |
| Admin fee / account holder | $66 | $123-46.3% | $5,351-98.8% | $142-53.5% |