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 GROUP1+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $45,244 |
PASTENIEKS BUCHELI FALASCO LP1+ years Filed as: PASTENIEKS, BUCHELI & FALASCO, LLP Service code 10 · EIN 27-2863865 | Accounting | $6,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 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 | $32,282 | $43,550-25.9% | $63,517-49.2% | $52,331-38.3% |
| Participation rate | 52.6% | 65.7%-13.1pp | 71.0%-18.5pp | 68.1%-15.5pp |
| Annual return | -0.83% | 2.03%-2.9pp | -70.30%+69.5pp | 4.54%-5.4pp |
| Employer contribution / active EE | $241 | $1,351-82.2% | $2,322-89.6% | $1,882-87.2% |
| Participant deferral / active EE | $1,310 | $2,254-41.9% | $2,953-55.6% | $3,022-56.7% |
| Admin fee / account holder | $78 | $387-79.7% | $5,892-98.7% | $592-86.8% |