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+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $108,004 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $124,545 | $70,002+77.9% | $115,037+8.3% | $52,331+138.0% |
| Participation rate | 98.4% | 72.1%+26.3pp | 81.4%+17.0pp | 68.1%+30.3pp |
| Annual return | 1.11% | 4.04%-2.9pp | 26.14%-25.0pp | 4.54%-3.4pp |
| Employer contribution / active EE | $2,818 | $2,715+3.8% | $4,608-38.8% | $1,882+49.8% |
| Participant deferral / active EE | $9,622 | $4,920+95.6% | $6,026+59.7% | $3,022+218.4% |
| Admin fee / account holder | $537 | $566-5.1% | $8,175-93.4% | $592-9.2% |