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 GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $38,405 |
Service code 27 · EIN 82-0759826 | Advisory (Plan) | $37,336 |
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 | $42,544 | $55,416-23.2% | $75,972-44.0% | $77,643-45.2% |
| Participation rate | 92.5% | 63.6%+29.0pp | 69.1%+23.5pp | 70.6%+22.0pp |
| Annual return | 12.93% | 17.07%-4.1pp | 359.55%-346.6pp | 31.24%-18.3pp |
| Employer contribution / active EE | $1,965 | $1,788+9.9% | $2,685-26.8% | $2,726-27.9% |
| Participant deferral / active EE | $4,332 | $3,447+25.7% | $4,255+1.8% | $4,647-6.8% |
| Admin fee / account holder | $143 | $414-65.5% | $6,467-97.8% | $430-66.8% |