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 | Recordkeeping and information managem... | $52,724 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $24,282 |
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 | $52,149 | $65,390-20.2% | $169,368-69.2% | $71,457-27.0% |
| Participation rate | 96.2% | 67.0%+29.2pp | 77.1%+19.1pp | 67.9%+28.3pp |
| Annual return | 12.63% | 21.31%-8.7pp | 405.60%-393.0pp | 28.85%-16.2pp |
| Employer contribution / active EE | $0 | $2,079-100.0% | $4,013-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $5,468 | $4,367+25.2% | $6,221-12.1% | $4,289+27.5% |
| Admin fee / account holder | $126 | $1,324-90.5% | $9,003-98.6% | $1,587-92.1% |