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 GROUP3 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $51,797 |
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 | $27,661 | $73,102-62.2% | $123,544-77.6% | $56,287-50.9% |
| Participation rate | 96.3% | 74.3%+21.9pp | 82.3%+14.0pp | 69.9%+26.4pp |
| Annual return | -1.72% | 3.01%-4.7pp | 119.20%-120.9pp | -9.96%+8.2pp |
| Employer contribution / active EE | $4,429 | $2,977+48.8% | $4,628-4.3% | $2,111+109.8% |
| Participant deferral / active EE | $4,976 | $5,423-8.2% | $6,426-22.6% | $3,350+48.6% |
| Admin fee / account holder | $20 | $554-96.4% | $9,284-99.8% | $521-96.2% |