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 9-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 GROUP5 years Service code 12 · EIN 35-1253576 | Recordkeeping and information managem... | $55,644 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,040 | $49,451-43.3% | $79,550-64.8% | $66,914-58.1% |
| Participation rate | 57.3% | 61.3%-4.1pp | 69.5%-12.2pp | 69.8%-12.5pp |
| Annual return | -15.90% | 84.25%-100.1pp | 0.16%-16.1pp | 1.58%-17.5pp |
| Employer contribution / active EE | $2,064 | $1,266+63.1% | $2,413-14.4% | $2,544-18.9% |
| Participant deferral / active EE | $3,608 | $3,159+14.2% | $3,985-9.5% | $4,237-14.9% |
| Admin fee / account holder | $319 | $595-46.4% | $6,832-95.3% | $593-46.2% |