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 GROUP7 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $62,534 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,601 | $93,571-8.5% | $135,903-37.0% | $75,163+13.9% |
| Participation rate | 93.1% | 75.2%+17.9pp | 81.9%+11.2pp | 67.2%+25.9pp |
| Annual return | 16.54% | 30.90%-14.4pp | 68.23%-51.7pp | 160.62%-144.1pp |
| Employer contribution / active EE | $8,186 | $3,537+131.5% | $4,856+68.6% | $2,670+206.6% |
| Participant deferral / active EE | $19,516 | $6,404+204.7% | $7,758+151.6% | $4,125+373.1% |
| Admin fee / account holder | $31 | $6,975-99.6% | $10,762-99.7% | $5,651-99.4% |