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 | Direct payment from the plan; Custodi... | $43,857 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,143 | $50,815+8.5% | $155,509-64.5% | $77,643-29.0% |
| Participation rate | 98.0% | 63.1%+34.9pp | 78.2%+19.8pp | 70.6%+27.4pp |
| Annual return | 11.03% | 34.80%-23.8pp | 64.67%-53.6pp | 31.24%-20.2pp |
| Employer contribution / active EE | $3,811 | $1,993+91.2% | $4,672-18.4% | $2,726+39.8% |
| Participant deferral / active EE | $3,850 | $2,822+36.4% | $5,626-31.6% | $4,647-17.2% |
| Admin fee / account holder | $98 | $437-77.6% | $15,912-99.4% | $430-77.3% |