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 GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $32,396 |
CASCADE EMPLOYERS ASSOCIATION, INC.10+ years Service code 27 · EIN 93-0497711 | Advisory (Plan) | $18,801 |
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 | $27,979 | $50,982-45.1% | $154,803-81.9% | $85,563-67.3% |
| Participation rate | 52.4% | 59.8%-7.4pp | 78.1%-25.7pp | 66.0%-13.6pp |
| Annual return | 12.85% | 30.35%-17.5pp | 58.88%-46.0pp | 31.51%-18.7pp |
| Employer contribution / active EE | $440 | $1,708-74.2% | $4,305-89.8% | $2,654-83.4% |
| Participant deferral / active EE | $1,786 | $2,474-27.8% | $5,540-67.8% | $4,375-59.2% |
| Admin fee / account holder | $234 | $846-72.4% | $14,329-98.4% | $834-72.0% |