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 GROUP8+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $66,609 |
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 | $196,756 | $99,016+98.7% | $93,789+109.8% | $66,914+194.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 81.0%+19.0pp | 69.8%+30.2pp |
| Annual return | -18.33% | -14.59%-3.7pp | -11.33%-7.0pp | 1.58%-19.9pp |
| Employer contribution / active EE | $14,337 | $4,769+200.6% | $4,323+231.7% | $2,544+463.5% |
| Participant deferral / active EE | $10,666 | $6,689+59.4% | $6,094+75.0% | $4,237+151.7% |
| Admin fee / account holder | $34 | $477-93.0% | $7,195-99.5% | $593-94.4% |