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 GROUP9+ years Service code 12 · EIN 93-1253576 | Other fees; Claims processing; Custod... | $102,900 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $90,076 | $99,078-9.1% | $96,544-6.7% | $74,419+21.0% |
| Participation rate | 72.8% | 80.7%-7.9pp | 76.0%-3.2pp | 70.7%+2.0pp |
| Annual return | 14.79% | 22.48%-7.7pp | 25.84%-11.1pp | 34.38%-19.6pp |
| Employer contribution / active EE | $1,831 | $2,570-28.8% | $2,965-38.2% | $2,637-30.6% |
| Participant deferral / active EE | $3,776 | $4,933-23.5% | $4,851-22.2% | $4,528-16.6% |
| Admin fee / account holder | $84 | $225-62.5% | $8,252-99.0% | $348-75.8% |