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 | Direct payment from the plan; Recordk... | $54,090 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,951 | $106,028-9.5% | $146,958-34.7% | $77,643+23.6% |
| Participation rate | 86.4% | 78.4%+8.0pp | 82.2%+4.2pp | 70.6%+15.8pp |
| Annual return | 20.25% | 56.73%-36.5pp | 418.34%-398.1pp | 31.24%-11.0pp |
| Employer contribution / active EE | $3,047 | $4,063-25.0% | $4,933-38.2% | $2,726+11.8% |
| Participant deferral / active EE | $5,173 | $7,990-35.3% | $8,070-35.9% | $4,647+11.3% |
| Admin fee / account holder | $31 | $337-90.9% | $12,998-99.8% | $430-92.9% |