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... | $49,821 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,032 | $45,825+28.8% | $90,645-34.9% | $56,287+4.9% |
| Participation rate | 66.1% | 66.7%-0.6pp | 74.0%-7.9pp | 69.9%-3.7pp |
| Annual return | -5.44% | 38.64%-44.1pp | 1.88%-7.3pp | -9.96%+4.5pp |
| Employer contribution / active EE | $1,845 | $1,372+34.4% | $2,532-27.1% | $2,111-12.6% |
| Participant deferral / active EE | $3,020 | $2,562+17.9% | $3,425-11.8% | $3,350-9.8% |
| Admin fee / account holder | $11 | $413-97.3% | $4,994-99.8% | $521-97.9% |