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 | Claims processing; Custodial (other t... | $210,295 |
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 | $114,006 | $122,693-7.1% | $184,203-38.1% | $199,593-42.9% |
| Participation rate | 99.2% | 86.8%+12.4pp | 86.8%+12.3pp | 72.0%+27.2pp |
| Annual return | 16.69% | 143.91%-127.2pp | 28.81%-12.1pp | 34.25%-17.6pp |
| Employer contribution / active EE | $4,913 | $4,584+7.2% | $6,427-23.6% | $3,034+61.9% |
| Participant deferral / active EE | $8,906 | $7,990+11.5% | $9,131-2.5% | $5,087+75.1% |
| Admin fee / account holder | $21 | $121-82.8% | $13,901-99.9% | $269-92.3% |