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 Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $121,181 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,489 | $84,784-7.4% | $98,439-20.3% | $74,419+5.5% |
| Participation rate | 90.8% | 81.5%+9.3pp | 75.2%+15.7pp | 70.7%+20.1pp |
| Annual return | 15.41% | 20.59%-5.2pp | 21.16%-5.7pp | 34.38%-19.0pp |
| Employer contribution / active EE | $3,017 | $3,364-10.3% | $3,048-1.0% | $2,637+14.4% |
| Participant deferral / active EE | $4,618 | $5,218-11.5% | $4,738-2.5% | $4,528+2.0% |
| Admin fee / account holder | $93 | $204-54.6% | $8,948-99.0% | $348-73.3% |