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 9-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 GROUP7+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Custodial ... | $112,004 |
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 | $93,595 | $106,236-11.9% | $112,228-16.6% | $64,808+44.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -14.05% | -6.02%-8.0pp | 27.45%-41.5pp | 32.82%-46.9pp |
| Employer contribution / active EE | $8,047 | $3,166+154.2% | $3,635+121.4% | $2,506+221.1% |
| Participant deferral / active EE | $6,667 | $3,785+76.1% | $4,728+41.0% | $4,310+54.7% |
| Admin fee / account holder | $180 | $452-60.2% | $6,410-97.2% | $188-4.3% |