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 GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $96,547 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,235 | $46,173-4.2% | $170,442-74.0% | $69,631-36.5% |
| Participation rate | 45.9% | 63.9%-18.0pp | 83.6%-37.7pp | 70.7%-24.7pp |
| Annual return | 12.64% | 21.62%-9.0pp | 205.93%-193.3pp | 27571.02%-27558.4pp |
| Employer contribution / active EE | $1,011 | $1,610-37.2% | $5,433-81.4% | $2,032-50.2% |
| Participant deferral / active EE | $1,827 | $2,080-12.2% | $4,939-63.0% | $3,224-43.3% |
| Admin fee / account holder | $18 | $116-84.5% | $13,880-99.9% | $110-83.7% |