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 GROUP4 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $62,834 |
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 | $34,764 | $89,652-61.2% | $141,162-75.4% | $65,185-46.7% |
| Participation rate | 97.0% | 74.7%+22.3pp | 82.5%+14.6pp | 70.2%+26.8pp |
| Annual return | 27.74% | 32.79%-5.1pp | 71.39%-43.7pp | 29.38%-1.6pp |
| Employer contribution / active EE | $3,856 | $3,065+25.8% | $4,735-18.6% | $2,177+77.2% |
| Participant deferral / active EE | $6,320 | $5,691+11.1% | $6,709-5.8% | $3,514+79.9% |
| Admin fee / account holder | $30 | $569-94.7% | $10,261-99.7% | $847-96.4% |