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 GROUP9+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Recordkeeping... | $29,226 |
Service code 27 · EIN 93-0497711 | Advisory (Plan) | $15,281 |
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).
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 | $29,787 | $50,815-41.4% | $155,509-80.8% | $77,643-61.6% |
| Participation rate | 54.5% | 63.1%-8.6pp | 78.2%-23.6pp | 70.6%-16.0pp |
| Annual return | 13.75% | 34.80%-21.1pp | 64.67%-50.9pp | 31.24%-17.5pp |
| Employer contribution / active EE | $371 | $1,993-81.4% | $4,672-92.1% | $2,726-86.4% |
| Participant deferral / active EE | $1,593 | $2,822-43.6% | $5,626-71.7% | $4,647-65.7% |
| Admin fee / account holder | $251 | $437-42.4% | $15,912-98.4% | $430-41.6% |