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 GROUP4+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $35,419 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $20,399 | $26,810-23.9% | $76,523-73.3% | $73,367-72.2% |
| Participation rate | 0.7% | 34.6%-34.0pp | 68.0%-67.3pp | 69.5%-68.8pp |
| Annual return | -7.07% | 17.04%-24.1pp | -0.27%-6.8pp | 173.45%-180.5pp |
| Employer contribution / active EE | $0 | $503-100.0% | $2,647-100.0% | $2,499-100.0% |
| Participant deferral / active EE | $25 | $1,312-98.1% | $3,835-99.3% | $4,033-99.4% |
| Admin fee / account holder | $168 | $71+138.0% | $4,848-96.5% | $68+146.2% |