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 6-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 | Recordkeeping and information managem... | $25,194 |
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 | $45,409 | $79,013-42.5% | $100,391-54.8% | $74,495-39.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 43.80% | 20.41%+23.4pp | 49.20%-5.4pp | 1364.94%-1321.1pp |
| Employer contribution / active EE | $4,142 | $3,021+37.1% | $3,942+5.1% | $2,623+57.9% |
| Participant deferral / active EE | $10,522 | $7,760+35.6% | $8,082+30.2% | $4,346+142.1% |
| Admin fee / account holder | $36 | $1,320-97.3% | $7,899-99.5% | $1,942-98.2% |