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; Claims ... | $47,799 |
Service code 27 · EIN 20-3168699 | Advisory (Plan) | $15,010 |
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).
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 | $40,462 | $79,184-48.9% | $102,438-60.5% | $74,546-45.7% |
| Participation rate | 94.0% | 74.8%+19.3pp | 76.5%+17.5pp | 67.2%+26.8pp |
| Annual return | 9.99% | 54.95%-45.0pp | 29.37%-19.4pp | 1366.03%-1356.0pp |
| Employer contribution / active EE | $1,091 | $2,362-53.8% | $3,024-63.9% | $2,624-58.4% |
| Participant deferral / active EE | $4,766 | $4,414+8.0% | $5,054-5.7% | $4,347+9.6% |
| Admin fee / account holder | $236 | $2,001-88.2% | $9,448-97.5% | $1,944-87.9% |