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 ... | $46,238 |
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 | $14,847 | $58,879-74.8% | $178,490-91.7% | $73,488-79.8% |
| Participation rate | 91.0% | 66.2%+24.8pp | 81.9%+9.1pp | 70.7%+20.3pp |
| Annual return | 65.58% | 24.86%+40.7pp | 151.07%-85.5pp | 28.51%+37.1pp |
| Employer contribution / active EE | $1,875 | $2,236-16.1% | $5,011-62.6% | $2,270-17.4% |
| Participant deferral / active EE | $3,783 | $2,567+47.3% | $5,202-27.3% | $3,740+1.2% |
| Admin fee / account holder | $97 | $400-75.7% | $13,984-99.3% | $513-81.1% |