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 | Recordkeeping and information managem... | $49,144 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $36,820 |
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 | $52,134 | $73,360-28.9% | $177,989-70.7% | $74,495-30.0% |
| Participation rate | 96.3% | 66.6%+29.7pp | 77.1%+19.2pp | 67.2%+29.1pp |
| Annual return | 10.54% | 17.49%-6.9pp | 294.48%-283.9pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $0 | $2,216-100.0% | $3,949-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $6,099 | $4,513+35.1% | $6,276-2.8% | $4,346+40.3% |
| Admin fee / account holder | $163 | $1,808-91.0% | $10,363-98.4% | $1,942-91.6% |