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 | Direct payment from the plan; Custodi... | $116,797 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,990 | $44,626-66.4% | $86,188-82.6% | $80,160-81.3% |
| Participation rate | 86.0% | 63.5%+22.5pp | 69.0%+17.1pp | 72.9%+13.1pp |
| Annual return | 14.53% | 19.61%-5.1pp | 1168.45%-1153.9pp | 40.38%-25.9pp |
| Employer contribution / active EE | $0 | $1,099-100.0% | $2,380-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $1,231 | $2,769-55.5% | $3,985-69.1% | $5,017-75.5% |
| Admin fee / account holder | $28 | $133-78.8% | $6,852-99.6% | $145-80.5% |