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; Recordkeeping and ... | $30,571 |
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 | $167,918 | $88,083+90.6% | $164,813+1.9% | $74,495+125.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 12.92% | 17.26%-4.3pp | 69.93%-57.0pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $5,132 | $2,593+97.9% | $4,341+18.2% | $2,623+95.7% |
| Participant deferral / active EE | $8,458 | $4,498+88.1% | $6,031+40.2% | $4,346+94.6% |
| Admin fee / account holder | $26 | $2,234-98.8% | $12,690-99.8% | $1,942-98.7% |