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 GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Claims proces... | $64,649 |
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 | $33,301 | $28,109+18.5% | $71,086-53.2% | $56,287-40.8% |
| Participation rate | 75.7% | 40.4%+35.3pp | 54.7%+21.1pp | 69.9%+5.9pp |
| Annual return | -3.21% | -615.05%+611.8pp | 650.59%-653.8pp | -9.96%+6.7pp |
| Employer contribution / active EE | $1,639 | $558+193.9% | $1,088+50.7% | $2,111-22.4% |
| Participant deferral / active EE | $2,564 | $1,116+129.8% | $1,874+36.8% | $3,350-23.4% |
| Admin fee / account holder | $221 | $585-62.2% | $3,082-92.8% | $521-57.6% |