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 GROUP7 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $96,225 |
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 | $37,720 | $82,917-54.5% | $103,333-63.5% | $77,643-51.4% |
| Participation rate | 94.7% | 71.6%+23.1pp | 74.5%+20.2pp | 70.6%+24.1pp |
| Annual return | 16.96% | 19.13%-2.2pp | 24.88%-7.9pp | 31.24%-14.3pp |
| Employer contribution / active EE | $3,037 | $3,552-14.5% | $3,868-21.5% | $2,726+11.4% |
| Participant deferral / active EE | $6,507 | $4,108+58.4% | $5,057+28.7% | $4,647+40.0% |
| Admin fee / account holder | $168 | $638-73.7% | $8,355-98.0% | $430-61.0% |