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 GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $45,870 |
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 | $64,349 | $122,239-47.4% | $184,203-65.1% | $74,495-13.6% |
| Participation rate | 87.3% | 85.5%+1.8pp | 86.8%+0.5pp | 67.2%+20.1pp |
| Annual return | 13.93% | 19.95%-6.0pp | 28.81%-14.9pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $3,137 | $4,537-30.9% | $6,427-51.2% | $2,623+19.6% |
| Participant deferral / active EE | $4,902 | $7,139-31.3% | $9,131-46.3% | $4,346+12.8% |
| Admin fee / account holder | $63 | $1,260-95.0% | $13,901-99.6% | $1,942-96.8% |