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 GROUP5+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $85,957 |
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 | $70,918 | $74,347-4.6% | $93,606-24.2% | $67,579+4.9% |
| Participation rate | 88.6% | 80.6%+8.0pp | 75.8%+12.8pp | 71.3%+17.3pp |
| Annual return | 20.75% | 28.07%-7.3pp | 32.76%-12.0pp | 378.56%-357.8pp |
| Employer contribution / active EE | $2,263 | $2,583-12.4% | $2,718-16.7% | $2,148+5.4% |
| Participant deferral / active EE | $3,896 | $4,060-4.0% | $4,069-4.2% | $3,539+10.1% |
| Admin fee / account holder | $70 | $123-42.9% | $7,888-99.1% | $142-50.8% |