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 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $10,670 |
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.
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 | $27,114 | $61,272-55.7% | $149,673-81.9% | $71,457-62.1% |
| Participation rate | 31.3% | 62.5%-31.3pp | 78.8%-47.5pp | 67.9%-36.7pp |
| Annual return | 13.58% | 35.85%-22.3pp | 134.42%-120.8pp | 28.85%-15.3pp |
| Employer contribution / active EE | $560 | $2,378-76.5% | $4,818-88.4% | $2,588-78.4% |
| Participant deferral / active EE | $781 | $2,917-73.2% | $5,680-86.2% | $4,289-81.8% |
| Admin fee / account holder | $171 | $1,261-86.4% | $13,210-98.7% | $1,587-89.2% |