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 | Direct payment from the plan; Custodi... | $21,408 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,288 | $95,918-17.3% | $151,611-47.7% | $77,904+1.8% |
| Participation rate | 98.8% | 88.7%+10.1pp | 87.5%+11.3pp | 73.7%+25.1pp |
| Annual return | -17.69% | -5.50%-12.2pp | 3.33%-21.0pp | 12.21%-29.9pp |
| Employer contribution / active EE | $5,074 | $4,330+17.2% | $6,166-17.7% | $2,848+78.2% |
| Participant deferral / active EE | $7,780 | $7,508+3.6% | $8,363-7.0% | $4,806+61.9% |
| Admin fee / account holder | $18 | $93-80.4% | $11,616-99.8% | $133-86.2% |