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 GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $12,390 |
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 | $100,527 | $75,183+33.7% | $123,892-18.9% | $55,167+82.2% |
| Participation rate | 96.2% | 72.8%+23.4pp | 81.4%+14.8pp | 69.0%+27.3pp |
| Annual return | 12.07% | 19.01%-6.9pp | 47.52%-35.4pp | 169.23%-157.2pp |
| Employer contribution / active EE | $2,576 | $2,823-8.8% | $4,617-44.2% | $1,963+31.3% |
| Participant deferral / active EE | $7,648 | $5,084+50.4% | $5,984+27.8% | $3,054+150.4% |
| Admin fee / account holder | $59 | $663-91.1% | $8,357-99.3% | $504-88.3% |