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 Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $71,868 |
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 | $65,350 | $65,223+0.2% | $80,019-18.3% | $55,725+17.3% |
| Participation rate | 71.4% | 80.6%-9.1pp | 75.8%-4.4pp | 70.9%+0.6pp |
| Annual return | -4.08% | 7.59%-11.7pp | 11.22%-15.3pp | 244.93%-249.0pp |
| Employer contribution / active EE | $1,676 | $2,544-34.1% | $2,468-32.1% | $2,078-19.4% |
| Participant deferral / active EE | $3,031 | $3,881-21.9% | $3,686-17.8% | $3,356-9.7% |
| Admin fee / account holder | $33 | $114-71.4% | $6,521-99.5% | $115-71.6% |