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 GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $20,207 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $10,597 | $50,820-79.1% | $155,567-93.2% | $77,671-86.4% |
| Participation rate | 51.6% | 63.1%-11.5pp | 78.2%-26.6pp | 70.6%-19.0pp |
| Annual return | 14.61% | 34.85%-20.2pp | 64.74%-50.1pp | 31.21%-16.6pp |
| Employer contribution / active EE | $704 | $1,993-64.7% | $4,674-84.9% | $2,726-74.2% |
| Participant deferral / active EE | $1,433 | $2,823-49.2% | $5,628-74.5% | $4,648-69.2% |
| Admin fee / account holder | $36 | $436-91.8% | $15,916-99.8% | $430-91.7% |