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 GROUP9 years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $123,209 |
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 | $78,207 | $92,055-15.0% | $106,213-26.4% | $77,643+0.7% |
| Participation rate | 91.4% | 81.0%+10.3pp | 75.3%+16.1pp | 70.6%+20.8pp |
| Annual return | 15.00% | 17.91%-2.9pp | 116.14%-101.1pp | 31.24%-16.2pp |
| Employer contribution / active EE | $2,697 | $3,367-19.9% | $3,171-15.0% | $2,726-1.1% |
| Participant deferral / active EE | $4,425 | $5,386-17.8% | $5,016-11.8% | $4,647-4.8% |
| Admin fee / account holder | $46 | $219-79.1% | $11,033-99.6% | $430-89.4% |