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 GROUP3 years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $46,704 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN SMITH WALLACE, LLP Service code 10 · EIN 43-1001367 | Accounting | $6,500 |
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 | $59,630 | $56,972+4.7% | $182,532-67.3% | $65,185-8.5% |
| Participation rate | 60.7% | 66.5%-5.8pp | 78.0%-17.3pp | 70.2%-9.5pp |
| Annual return | 17.73% | 27.67%-9.9pp | 148.54%-130.8pp | 29.38%-11.6pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $4,076-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,050 | $3,526+14.8% | $5,524-26.7% | $3,514+15.3% |
| Admin fee / account holder | $177 | $528-66.5% | $8,592-97.9% | $847-79.1% |