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 GROUP9+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $26,654 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $14,520 |
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 | $23,974 | $60,323-60.3% | $81,812-70.7% | $74,495-67.8% |
| Participation rate | 52.2% | 62.9%-10.7pp | 72.3%-20.2pp | 67.2%-15.0pp |
| Annual return | 15.90% | 16.90%-1.0pp | 773.79%-757.9pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $750 | $2,620-71.4% | $2,912-74.3% | $2,623-71.4% |
| Participant deferral / active EE | $1,959 | $3,387-42.2% | $4,319-54.6% | $4,346-54.9% |
| Admin fee / account holder | $204 | $1,486-86.3% | $7,386-97.2% | $1,942-89.5% |