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 | Claims processing; Custodial (other t... | $89,191 |
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 | $138,640 | $78,485+76.6% | $106,213+30.5% | $74,495+86.1% |
| Participation rate | 99.4% | 72.8%+26.6pp | 75.3%+24.1pp | 67.2%+32.2pp |
| Annual return | 15.52% | 15.95%-0.4pp | 116.14%-100.6pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $3,387 | $2,523+34.3% | $3,171+6.8% | $2,623+29.1% |
| Participant deferral / active EE | $7,826 | $4,322+81.1% | $5,016+56.0% | $4,346+80.1% |
| Admin fee / account holder | $49 | $2,232-97.8% | $11,033-99.6% | $1,942-97.5% |