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 GROUP5 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $70,347 |
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 | $37,993 | $100,801-62.3% | $149,696-74.6% | $73,409-48.2% |
| Participation rate | 92.6% | 77.7%+14.9pp | 82.5%+10.1pp | 72.2%+20.4pp |
| Annual return | 18.26% | 265.34%-247.1pp | 276.60%-258.3pp | 59.29%-41.0pp |
| Employer contribution / active EE | $2,771 | $3,312-16.3% | $4,644-40.3% | $2,234+24.1% |
| Participant deferral / active EE | $6,016 | $6,404-6.1% | $6,842-12.1% | $3,805+58.1% |
| Admin fee / account holder | $21 | $181-88.1% | $9,309-99.8% | $158-86.4% |