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 GROUP3+ years Service code 12 · EIN 93-1253576 | Other fees; Custodial (other than sec... | $48,436 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,534 | $63,156-81.7% | $122,332-90.6% | $62,292-81.5% |
| Participation rate | 90.1% | 60.0%+30.1pp | 71.6%+18.5pp | 69.5%+20.6pp |
| Annual return | 9.66% | 20.61%-11.0pp | 30.27%-20.6pp | 28.90%-19.2pp |
| Employer contribution / active EE | $585 | $1,385-57.8% | $4,050-85.6% | $2,042-71.4% |
| Participant deferral / active EE | $1,354 | $2,321-41.7% | $3,287-58.8% | $3,169-57.3% |
| Admin fee / account holder | $125 | $440-71.6% | $5,478-97.7% | $479-73.9% |