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 | Claims processing; Recordkeeping and ... | $33,902 |
Service code 27 · EIN 93-0497711 | Advisory (Plan) | $16,051 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,194 | $61,272-57.2% | $149,673-82.5% | $71,457-63.3% |
| Participation rate | 55.6% | 62.5%-6.9pp | 78.8%-23.2pp | 67.9%-12.4pp |
| Annual return | 10.74% | 35.85%-25.1pp | 134.42%-123.7pp | 28.85%-18.1pp |
| Employer contribution / active EE | $411 | $2,378-82.7% | $4,818-91.5% | $2,588-84.1% |
| Participant deferral / active EE | $1,505 | $2,917-48.4% | $5,680-73.5% | $4,289-64.9% |
| Admin fee / account holder | $287 | $1,261-77.2% | $13,210-97.8% | $1,587-81.9% |