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 GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (securities); Custodial (ot... | $7,084 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,662 | $43,723-39.0% | $121,196-78.0% | $64,186-58.5% |
| Participation rate | 51.2% | 58.3%-7.2pp | 71.7%-20.6pp | 69.6%-18.4pp |
| Annual return | 8.64% | 68.91%-60.3pp | 16.93%-8.3pp | 7.63%+1.0pp |
| Employer contribution / active EE | $711 | $1,296-45.2% | $4,022-82.3% | $2,381-70.2% |
| Participant deferral / active EE | $1,678 | $2,280-26.4% | $3,344-49.8% | $3,470-51.6% |
| Admin fee / account holder | $26 | $3,501-99.2% | $5,019-99.5% | $4,888-99.5% |