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... | $47,372 |
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 | $72,587 | $104,475-30.5% | $159,436-54.5% | $79,386-8.6% |
| Participation rate | 82.0% | 76.6%+5.4pp | 82.8%-0.8pp | 70.7%+11.3pp |
| Annual return | 24.38% | 67.95%-43.6pp | 263.57%-239.2pp | 116.85%-92.5pp |
| Employer contribution / active EE | $4,391 | $3,417+28.5% | $4,829-9.1% | $2,427+80.9% |
| Participant deferral / active EE | $11,397 | $6,467+76.2% | $7,352+55.0% | $4,046+181.7% |
| Admin fee / account holder | $8 | $711-98.9% | $10,799-99.9% | $626-98.7% |