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 GROUP3+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $26,643 |
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.
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 | $30,801 | $31,388-1.9% | $73,545-58.1% | $62,292-50.6% |
| Participation rate | 45.3% | 39.9%+5.4pp | 54.9%-9.6pp | 69.5%-24.2pp |
| Annual return | 12.43% | 25.34%-12.9pp | -15.16%+27.6pp | 28.90%-16.5pp |
| Employer contribution / active EE | $0 | $498-100.0% | $1,219-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $943 | $1,028-8.3% | $1,806-47.8% | $3,169-70.2% |
| Admin fee / account holder | $69 | $299-77.1% | $2,320-97.0% | $479-85.7% |