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 GROUP3+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $77,959 |
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 | $60,130 | $89,274-32.6% | $149,718-59.8% | $77,958-22.9% |
| Participation rate | 98.7% | 87.6%+11.1pp | 87.1%+11.6pp | 71.6%+27.0pp |
| Annual return | 22.60% | 20.36%+2.2pp | 1501.63%-1479.0pp | 20.87%+1.7pp |
| Employer contribution / active EE | $3,733 | $3,727+0.2% | $5,445-31.4% | $2,310+61.6% |
| Participant deferral / active EE | $5,049 | $5,382-6.2% | $6,569-23.1% | $3,537+42.8% |
| Admin fee / account holder | $26 | $240-89.1% | $11,283-99.8% | $97-73.1% |