Filed June 16, 2026
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 GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $39,252 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,328 | $71,883-81.5% | $86,677-84.6% | $68,494-80.5% |
| Participation rate | 86.2% | 72.2%+14.0pp | 76.6%+9.6pp | 67.9%+18.3pp |
| Annual return | -19.51% | 3.52%-23.0pp | 35.91%-55.4pp | -7.84%-11.7pp |
| Employer contribution / active EE | $1,192 | $2,173-45.1% | $2,836-58.0% | $2,596-54.1% |
| Participant deferral / active EE | $3,081 | $3,779-18.5% | $4,656-33.8% | $4,027-23.5% |
| Admin fee / account holder | $31 | $6,112-99.5% | $7,493-99.6% | $5,403-99.4% |