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 GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $123,308 |
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 | $77,182 | $92,055-16.2% | $106,213-27.3% | $77,643-0.6% |
| Participation rate | 91.3% | 81.0%+10.3pp | 75.3%+16.0pp | 70.6%+20.7pp |
| Annual return | 12.81% | 17.91%-5.1pp | 116.14%-103.3pp | 31.24%-18.4pp |
| Employer contribution / active EE | $2,756 | $3,367-18.2% | $3,171-13.1% | $2,726+1.1% |
| Participant deferral / active EE | $4,211 | $5,386-21.8% | $5,016-16.0% | $4,647-9.4% |
| Admin fee / account holder | $86 | $219-60.9% | $11,033-99.2% | $430-80.1% |