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 8-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 GROUP3 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $35,666 |
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 | $54,918 | $101,317-45.8% | $146,958-62.6% | $74,495-26.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 25.59% | 8730.91%-8705.3pp | 418.34%-392.7pp | 1364.94%-1339.4pp |
| Employer contribution / active EE | $4,581 | $3,810+20.2% | $4,933-7.1% | $2,623+74.6% |
| Participant deferral / active EE | $13,280 | $7,303+81.8% | $8,070+64.6% | $4,346+205.6% |
| Admin fee / account holder | $242 | $1,739-86.1% | $12,998-98.1% | $1,942-87.5% |