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 GROUP8+ years Service code 12 · EIN 93-1253576 | Other fees; Claims processing; Custod... | $111,702 |
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 | $80,097 | $72,254+10.9% | $86,677-7.6% | $64,808+23.6% |
| Participation rate | 73.9% | 80.4%-6.5pp | 76.6%-2.7pp | 71.5%+2.4pp |
| Annual return | -8.43% | 392.42%-400.9pp | 35.91%-44.3pp | 32.82%-41.2pp |
| Employer contribution / active EE | $2,028 | $2,393-15.2% | $2,836-28.5% | $2,506-19.1% |
| Participant deferral / active EE | $4,072 | $4,658-12.6% | $4,656-12.5% | $4,310-5.5% |
| Admin fee / account holder | $87 | $174-49.9% | $7,493-98.8% | $188-53.6% |