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 GROUP5+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $23,625 |
Service code 27 · EIN 93-0497711 | Advisory (Plan) | $12,995 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,352 | $58,879-62.0% | $178,490-87.5% | $73,488-69.6% |
| Participation rate | 63.1% | 66.2%-3.2pp | 81.9%-18.9pp | 70.7%-7.6pp |
| Annual return | 5.30% | 24.86%-19.6pp | 151.07%-145.8pp | 28.51%-23.2pp |
| Employer contribution / active EE | $517 | $2,236-76.9% | $5,011-89.7% | $2,270-77.2% |
| Participant deferral / active EE | $1,465 | $2,567-43.0% | $5,202-71.8% | $3,740-60.8% |
| Admin fee / account holder | $193 | $400-51.9% | $13,984-98.6% | $513-62.4% |