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 | Recordkeeping and information managem... | $67,317 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,763 | $113,016+125.4% | $103,476+146.2% | $74,495+242.0% |
| Participation rate | 98.8% | 80.8%+18.1pp | 80.5%+18.3pp | 67.2%+31.6pp |
| Annual return | 15.74% | 23.24%-7.5pp | 23.90%-8.2pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $15,351 | $4,881+214.5% | $4,672+228.6% | $2,623+485.2% |
| Participant deferral / active EE | $11,860 | $7,279+62.9% | $6,623+79.1% | $4,346+172.9% |
| Admin fee / account holder | $36 | $1,709-97.9% | $9,413-99.6% | $1,942-98.2% |