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 7-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 | Custodial (other than securities); Cl... | $75,574 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,016 | $112,623-83.1% | $106,213-82.1% | $199,593-90.5% |
| Participation rate | 98.1% | 86.2%+11.8pp | 75.3%+22.8pp | 72.0%+26.1pp |
| Annual return | 17.53% | 15.57%+2.0pp | 116.14%-98.6pp | 34.25%-16.7pp |
| Employer contribution / active EE | $3,498 | $4,575-23.5% | $3,171+10.3% | $3,034+15.3% |
| Participant deferral / active EE | $4,805 | $6,659-27.8% | $5,016-4.2% | $5,087-5.5% |
| Admin fee / account holder | $36 | $107-66.7% | $11,033-99.7% | $269-86.8% |