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 GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $27,670 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,146 | $30,599+8.3% | $74,583-55.6% | $57,658-42.5% |
| Participation rate | 22.3% | 49.1%-26.9pp | 68.1%-45.9pp | 70.2%-48.0pp |
| Annual return | 1.00% | 14.24%-13.2pp | 20.47%-19.5pp | 5.13%-4.1pp |
| Employer contribution / active EE | $442 | $1,000-55.8% | $2,525-82.5% | $1,974-77.6% |
| Participant deferral / active EE | $1,237 | $1,805-31.5% | $3,458-64.2% | $3,061-59.6% |
| Admin fee / account holder | $49 | $98-49.9% | $4,138-98.8% | $95-48.1% |