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 year Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $3,326 |
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 | $29,002 | $47,977-39.5% | $154,107-81.2% | $56,287-48.5% |
| Participation rate | 95.9% | 66.2%+29.7pp | 83.0%+12.8pp | 69.9%+26.0pp |
| Annual return | -2.26% | 3.54%-5.8pp | 735.12%-737.4pp | -9.96%+7.7pp |
| Employer contribution / active EE | $1,635 | $2,169-24.6% | $5,298-69.1% | $2,111-22.6% |
| Participant deferral / active EE | $11,252 | $2,392+370.4% | $5,081+121.5% | $3,350+235.9% |
| Admin fee / account holder | $19 | $438-95.6% | $13,411-99.9% | $521-96.3% |