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... | $62,232 |
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 | $64,163 | $75,284-14.8% | $91,001-29.5% | $69,631-7.9% |
| Participation rate | 89.6% | 80.4%+9.2pp | 75.6%+14.0pp | 70.7%+18.9pp |
| Annual return | 15.15% | 48.40%-33.3pp | 4.60%+10.5pp | 27571.02%-27555.9pp |
| Employer contribution / active EE | $2,047 | $2,473-17.2% | $2,456-16.6% | $2,032+0.8% |
| Participant deferral / active EE | $3,620 | $3,700-2.2% | $3,547+2.0% | $3,224+12.3% |
| Admin fee / account holder | $64 | $111-42.4% | $5,417-98.8% | $110-42.4% |