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 GROUP6 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $34,887 |
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).
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 | $60,110 | $119,446-49.7% | $150,045-59.9% | $85,563-29.7% |
| Participation rate | 42.7% | 75.4%-32.7pp | 82.3%-39.6pp | 66.0%-23.3pp |
| Annual return | 14.61% | 23.72%-9.1pp | 62.55%-47.9pp | 31.51%-16.9pp |
| Employer contribution / active EE | $0 | $4,078-100.0% | $4,693-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $3,544 | $7,985-55.6% | $7,997-55.7% | $4,375-19.0% |
| Admin fee / account holder | $165 | $548-69.8% | $13,435-98.8% | $834-80.2% |