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 6-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 GROUP4+ years Service code 12 · EIN 93-1253576 | Other fees; Recordkeeping and informa... | $24,604 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,089 | $106,236-79.2% | $112,228-80.3% | $64,808-65.9% |
| Participation rate | 88.3% | 71.7%+16.6pp | 75.1%+13.2pp | 71.5%+16.8pp |
| Annual return | -16.48% | -6.02%-10.5pp | 27.45%-43.9pp | 32.82%-49.3pp |
| Employer contribution / active EE | $2,236 | $3,166-29.4% | $3,635-38.5% | $2,506-10.8% |
| Participant deferral / active EE | $4,933 | $3,785+30.3% | $4,728+4.3% | $4,310+14.5% |
| Admin fee / account holder | $86 | $452-81.0% | $6,410-98.7% | $188-54.3% |