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 GROUP4+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $77,146 |
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 | $58,558 | $65,223-10.2% | $80,019-26.8% | $55,725+5.1% |
| Participation rate | 87.2% | 80.6%+6.6pp | 75.8%+11.3pp | 70.9%+16.3pp |
| Annual return | -0.63% | 7.59%-8.2pp | 11.22%-11.8pp | 244.93%-245.6pp |
| Employer contribution / active EE | $2,070 | $2,544-18.6% | $2,468-16.1% | $2,078-0.4% |
| Participant deferral / active EE | $3,699 | $3,881-4.7% | $3,686+0.4% | $3,356+10.2% |
| Admin fee / account holder | $67 | $114-40.9% | $6,521-99.0% | $115-41.4% |