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... | $15,866 |
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).
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 | $16,010 | $45,152-64.5% | $73,843-78.3% | $59,632-73.2% |
| Participation rate | 68.9% | 64.0%+4.9pp | 73.4%-4.6pp | 68.7%+0.2pp |
| Annual return | -0.68% | 27.40%-28.1pp | 2267.84%-2268.5pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $639 | $1,902-66.4% | $2,787-77.1% | $2,203-71.0% |
| Participant deferral / active EE | $1,251 | $2,574-51.4% | $3,583-65.1% | $3,192-60.8% |
| Admin fee / account holder | $99 | $3,516-97.2% | $4,880-98.0% | $4,297-97.7% |