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 GROUP4+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $56,991 |
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 | $149,416 | $66,302+125.4% | $110,238+35.5% | $56,287+165.5% |
| Participation rate | 93.3% | 74.9%+18.4pp | 79.8%+13.5pp | 69.9%+23.5pp |
| Annual return | -6.66% | -1.18%-5.5pp | 314.74%-321.4pp | -9.96%+3.3pp |
| Employer contribution / active EE | $8,917 | $2,047+335.5% | $3,826+133.0% | $2,111+322.4% |
| Participant deferral / active EE | $5,265 | $3,381+55.7% | $4,672+12.7% | $3,350+57.2% |
| Admin fee / account holder | $17 | $698-97.6% | $8,547-99.8% | $521-96.7% |