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 | Custodial (securities); Sub-transfer ... | $16,137 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,383 | $46,869-84.2% | $122,332-94.0% | $70,131-89.5% |
| Participation rate | 95.7% | 58.2%+37.5pp | 71.6%+24.0pp | 69.5%+26.1pp |
| Annual return | 14.36% | 24.22%-9.9pp | 30.27%-15.9pp | 73.14%-58.8pp |
| Employer contribution / active EE | $1,552 | $1,288+20.5% | $4,050-61.7% | $2,342-33.7% |
| Participant deferral / active EE | $1,668 | $2,166-23.0% | $3,287-49.3% | $3,332-49.9% |
| Admin fee / account holder | $104 | $3,322-96.9% | $5,478-98.1% | $4,645-97.8% |