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 | Recordkeeping and information managem... | $28,859 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $161,330 | $55,453+190.9% | $170,442-5.3% | $62,292+159.0% |
| Participation rate | 13.2% | 66.4%-53.2pp | 83.6%-70.4pp | 69.5%-56.3pp |
| Annual return | 16.99% | 21.38%-4.4pp | 205.93%-188.9pp | 28.90%-11.9pp |
| Employer contribution / active EE | $509 | $2,164-76.5% | $5,433-90.6% | $2,042-75.1% |
| Participant deferral / active EE | $952 | $2,303-58.7% | $4,939-80.7% | $3,169-70.0% |
| Admin fee / account holder | $717 | $455+57.6% | $13,880-94.8% | $479+49.7% |