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 GROUP3+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $107,232 |
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).
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 | $45,222 | $37,196+21.6% | $154,107-70.7% | $55,725-18.8% |
| Participation rate | 50.9% | 64.1%-13.1pp | 83.0%-32.1pp | 70.9%-19.9pp |
| Annual return | 11.57% | 1319.68%-1308.1pp | 735.12%-723.5pp | 244.93%-233.4pp |
| Employer contribution / active EE | $1,152 | $1,614-28.6% | $5,298-78.2% | $2,078-44.5% |
| Participant deferral / active EE | $2,031 | $2,068-1.8% | $5,081-60.0% | $3,356-39.5% |
| Admin fee / account holder | $18 | $102-82.6% | $13,411-99.9% | $115-84.6% |