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 7-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 GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $32,799 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,421 | $79,184-21.2% | $102,438-39.1% | $74,546-16.3% |
| Participation rate | 58.1% | 74.8%-16.7pp | 76.5%-18.4pp | 67.2%-9.1pp |
| Annual return | 13.84% | 54.95%-41.1pp | 29.37%-15.5pp | 1366.03%-1352.2pp |
| Employer contribution / active EE | $1,749 | $2,362-25.9% | $3,024-42.2% | $2,624-33.4% |
| Participant deferral / active EE | $3,252 | $4,414-26.3% | $5,054-35.6% | $4,347-25.2% |
| Admin fee / account holder | $29 | $2,001-98.6% | $9,448-99.7% | $1,944-98.5% |