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 GROUP6+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $17,845 |
Filed as: CAPFINANCIAL PARTNERS, LLC (DBA)CAP Service code 27 · EIN 26-0058143 | Advisory (Plan) | $10,104 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,257 | $54,517-6.0% | $75,972-32.5% | $74,495-31.2% |
| Participation rate | 69.4% | 60.3%+9.0pp | 69.1%+0.3pp | 67.2%+2.2pp |
| Annual return | 10.18% | 31.82%-21.6pp | 359.55%-349.4pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $1,562 | $1,777-12.1% | $2,685-41.8% | $2,623-40.5% |
| Participant deferral / active EE | $3,812 | $3,066+24.4% | $4,255-10.4% | $4,346-12.3% |
| Admin fee / account holder | $265 | $2,229-88.1% | $6,467-95.9% | $1,942-86.4% |