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... | $30,002 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,026 | $76,912+7.9% | $129,110-35.7% | $68,494+21.2% |
| Participation rate | 60.0% | 69.1%-9.1pp | 77.3%-17.3pp | 67.9%-7.9pp |
| Annual return | -15.91% | -9.78%-6.1pp | -10.94%-5.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,091 | $3,243-35.5% | $5,052-58.6% | $2,596-19.5% |
| Participant deferral / active EE | $4,180 | $4,732-11.7% | $6,542-36.1% | $4,027+3.8% |
| Admin fee / account holder | $33 | $6,638-99.5% | $14,302-99.8% | $5,403-99.4% |