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 GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $93,466 |
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 | $49,134 | $46,360+6.0% | $147,614-66.7% | $52,331-6.1% |
| Participation rate | 72.7% | 64.9%+7.7pp | 84.6%-11.9pp | 68.1%+4.6pp |
| Annual return | -0.61% | 1.62%-2.2pp | 61.98%-62.6pp | 4.54%-5.2pp |
| Employer contribution / active EE | $1,940 | $2,126-8.7% | $5,564-65.1% | $1,882+3.1% |
| Participant deferral / active EE | $3,966 | $2,258+75.7% | $4,895-19.0% | $3,022+31.2% |
| Admin fee / account holder | $27 | $766-96.4% | $11,611-99.8% | $592-95.4% |