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 | Recordkeeping and information managem... | $43,727 |
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 | $30,266 | $80,753-62.5% | $136,294-77.8% | $62,292-51.4% |
| Participation rate | 98.0% | 73.5%+24.4pp | 81.9%+16.1pp | 69.5%+28.5pp |
| Annual return | 19.90% | 35.83%-15.9pp | 5155.94%-5136.0pp | 28.90%-9.0pp |
| Employer contribution / active EE | $4,661 | $2,884+61.6% | $4,695-0.7% | $2,042+128.3% |
| Participant deferral / active EE | $5,001 | $5,164-3.2% | $6,247-19.9% | $3,169+57.8% |
| Admin fee / account holder | $18 | $525-96.5% | $9,243-99.8% | $479-96.2% |