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 | Recordkeeping and information managem... | $37,173 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 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 | $11,409 | $39,458-71.1% | $60,547-81.2% | $55,191-79.3% |
| Participation rate | 72.4% | 59.6%+12.8pp | 68.0%+4.4pp | 69.2%+3.2pp |
| Annual return | 1.46% | 3.35%-1.9pp | 335.64%-334.2pp | 10.78%-9.3pp |
| Employer contribution / active EE | $837 | $1,210-30.8% | $2,419-65.4% | $1,899-55.9% |
| Participant deferral / active EE | $877 | $2,140-59.0% | $3,328-73.6% | $3,046-71.2% |
| Admin fee / account holder | $28 | $95-70.4% | $4,536-99.4% | $91-68.9% |