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 GROUP4+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $13,466 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,841 | $48,261-48.5% | $68,793-63.9% | $55,725-55.4% |
| Participation rate | 47.5% | 71.0%-23.5pp | 72.2%-24.7pp | 70.9%-23.4pp |
| Annual return | -4.40% | -2.61%-1.8pp | -4.63%+0.2pp | 244.93%-249.3pp |
| Employer contribution / active EE | $652 | $1,742-62.6% | $2,625-75.2% | $2,078-68.6% |
| Participant deferral / active EE | $925 | $2,712-65.9% | $3,311-72.1% | $3,356-72.4% |
| Admin fee / account holder | $2 | $126-98.7% | $5,131-100.0% | $115-98.5% |