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 GROUP6+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $32,669 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $76,873 | $54,573+40.9% | $90,951-15.5% | $73,488+4.6% |
| Participation rate | 55.2% | 61.2%-5.9pp | 69.0%-13.8pp | 70.7%-15.4pp |
| Annual return | 14.07% | 16.69%-2.6pp | 134.60%-120.5pp | 28.51%-14.4pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,084 | $2,517+22.5% | $3,373-8.6% | $3,740-17.5% |
| Admin fee / account holder | $4 | $521-99.2% | $5,959-99.9% | $513-99.2% |