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 | Recordkeeping and information managem... | $20,138 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,703 | $69,362-24.0% | $101,248-47.9% | $73,488-28.3% |
| Participation rate | 44.6% | 68.4%-23.8pp | 75.8%-31.2pp | 70.7%-26.1pp |
| Annual return | 14.58% | 18.46%-3.9pp | 46.47%-31.9pp | 28.51%-13.9pp |
| Employer contribution / active EE | $386 | $2,628-85.3% | $3,660-89.4% | $2,270-83.0% |
| Participant deferral / active EE | $2,981 | $3,300-9.7% | $4,370-31.8% | $3,740-20.3% |
| Admin fee / account holder | $280 | $704-60.2% | $5,945-95.3% | $513-45.5% |