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 GROUP2+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $67,306 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $64,077 | $56,629+13.2% | $77,999-17.8% | $55,167+16.2% |
| Participation rate | 98.2% | 73.3%+24.9pp | 75.5%+22.7pp | 69.0%+29.2pp |
| Annual return | 7.83% | 2866.98%-2859.2pp | 425.96%-418.1pp | 169.23%-161.4pp |
| Employer contribution / active EE | $2,940 | $1,723+70.6% | $2,470+19.0% | $1,963+49.8% |
| Participant deferral / active EE | $3,076 | $2,777+10.8% | $3,497-12.0% | $3,054+0.7% |
| Admin fee / account holder | $317 | $467-32.1% | $5,480-94.2% | $504-37.1% |