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 | Recordkeeping and information managem... | $73,905 |
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 | $77,344 | $63,299+22.2% | $91,001-15.0% | $62,292+24.2% |
| Participation rate | 98.2% | 73.3%+24.9pp | 75.6%+22.6pp | 69.5%+28.7pp |
| Annual return | 17.11% | 20.99%-3.9pp | 4.60%+12.5pp | 28.90%-11.8pp |
| Employer contribution / active EE | $2,923 | $1,807+61.8% | $2,456+19.1% | $2,042+43.1% |
| Participant deferral / active EE | $3,527 | $2,943+19.9% | $3,547-0.6% | $3,169+11.3% |
| Admin fee / account holder | $336 | $468-28.2% | $5,417-93.8% | $479-29.9% |