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 GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $64,837 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $192,115 | $70,667+171.9% | $123,104+56.1% | $52,331+267.1% |
| Participation rate | 97.2% | 83.7%+13.5pp | 86.8%+10.4pp | 68.1%+29.1pp |
| Annual return | -0.13% | 6.23%-6.4pp | 13.22%-13.3pp | 4.54%-4.7pp |
| Employer contribution / active EE | $8,296 | $2,946+181.6% | $5,151+61.0% | $1,882+340.9% |
| Participant deferral / active EE | $5,794 | $4,493+29.0% | $6,230-7.0% | $3,022+91.7% |
| Admin fee / account holder | $409 | $506-19.2% | $9,015-95.5% | $592-30.8% |