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 GROUP8+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $35,085 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,311 | $49,451+26.0% | $79,550-21.7% | $66,914-6.9% |
| Participation rate | 46.2% | 61.3%-15.1pp | 69.5%-23.3pp | 69.8%-23.6pp |
| Annual return | -17.66% | 84.25%-101.9pp | 0.16%-17.8pp | 1.58%-19.2pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,374 | $3,159-24.8% | $3,985-40.4% | $4,237-44.0% |
| Admin fee / account holder | $15 | $595-97.5% | $6,832-99.8% | $593-97.5% |