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 GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Direct paymen... | $45,364 |
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 | $92,867 | $79,171+17.3% | $102,423-9.3% | $74,495+24.7% |
| Participation rate | 98.2% | 74.8%+23.4pp | 76.5%+21.8pp | 67.2%+31.0pp |
| Annual return | 18.35% | 54.93%-36.6pp | 29.32%-11.0pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $4,726 | $2,362+100.1% | $3,023+56.3% | $2,623+80.2% |
| Participant deferral / active EE | $8,018 | $4,415+81.6% | $5,053+58.7% | $4,346+84.5% |
| Admin fee / account holder | $210 | $2,001-89.5% | $9,451-97.8% | $1,942-89.2% |