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 GROUP5+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $48,092 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $63,637 | $49,138+29.5% | $84,015-24.3% | $65,185-2.4% |
| Participation rate | 39.5% | 60.7%-21.2pp | 69.0%-29.5pp | 70.2%-30.7pp |
| Annual return | 25.85% | 23.00%+2.9pp | 71.31%-45.5pp | 29.38%-3.5pp |
| Employer contribution / active EE | $617 | $914-32.4% | $1,983-68.9% | $2,177-71.6% |
| Participant deferral / active EE | $1,258 | $2,397-47.5% | $3,239-61.1% | $3,514-64.2% |
| Admin fee / account holder | $22 | $543-95.9% | $6,101-99.6% | $847-97.4% |