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 GROUP8 years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $109,144 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $74,329 | $84,784-12.3% | $98,439-24.5% | $74,419-0.1% |
| Participation rate | 89.3% | 81.5%+7.7pp | 75.2%+14.1pp | 70.7%+18.5pp |
| Annual return | 17.93% | 20.59%-2.7pp | 21.16%-3.2pp | 34.38%-16.4pp |
| Employer contribution / active EE | $2,727 | $3,364-18.9% | $3,048-10.5% | $2,637+3.4% |
| Participant deferral / active EE | $4,298 | $5,218-17.6% | $4,738-9.3% | $4,528-5.1% |
| Admin fee / account holder | $39 | $204-81.1% | $8,948-99.6% | $348-88.9% |