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 GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $34,566 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 27 · EIN 13-3180631 | Advisory (Plan) | $10,005 |
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 | $37,371 | $65,946-43.3% | $81,783-54.3% | $77,671-51.9% |
| Participation rate | 59.4% | 65.8%-6.3pp | 72.4%-12.9pp | 70.6%-11.1pp |
| Annual return | 15.25% | 26.65%-11.4pp | 775.05%-759.8pp | 31.21%-16.0pp |
| Employer contribution / active EE | $664 | $2,371-72.0% | $2,913-77.2% | $2,726-75.7% |
| Participant deferral / active EE | $2,641 | $3,507-24.7% | $4,320-38.9% | $4,648-43.2% |
| Admin fee / account holder | $45 | $527-91.4% | $7,380-99.4% | $430-89.5% |