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 9-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... | $63,463 |
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 | $16,769 | $29,546-43.2% | $56,441-70.3% | $77,671-78.4% |
| Participation rate | 72.1% | 32.7%+39.4pp | 52.5%+19.6pp | 70.6%+1.5pp |
| Annual return | 14.01% | 19.01%-5.0pp | 1704.21%-1690.2pp | 31.21%-17.2pp |
| Employer contribution / active EE | $0 | $568-100.0% | $1,039-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,337 | $1,061+26.0% | $1,953-31.5% | $4,648-71.2% |
| Admin fee / account holder | $60 | $1,046-94.3% | $2,829-97.9% | $430-86.1% |