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 GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $67,187 |
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 | $24,181 | $61,156-60.5% | $185,823-87.0% | $79,386-69.5% |
| Participation rate | 88.1% | 66.6%+21.5pp | 81.7%+6.4pp | 70.7%+17.4pp |
| Annual return | 17.34% | 19.45%-2.1pp | 122.05%-104.7pp | 116.85%-99.5pp |
| Employer contribution / active EE | $3,012 | $2,321+29.8% | $5,167-41.7% | $2,427+24.1% |
| Participant deferral / active EE | $6,717 | $2,789+140.9% | $5,568+20.6% | $4,046+66.0% |
| Admin fee / account holder | $123 | $710-82.7% | $16,237-99.2% | $626-80.4% |