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 7-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 | Recordkeeping and information managem... | $31,280 |
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 | $58,200 | $101,317-42.6% | $146,958-60.4% | $74,495-21.9% |
| Participation rate | 96.0% | 75.5%+20.5pp | 82.2%+13.8pp | 67.2%+28.8pp |
| Annual return | 18.18% | 8730.91%-8712.7pp | 418.34%-400.2pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $6,359 | $3,810+66.9% | $4,933+28.9% | $2,623+142.4% |
| Participant deferral / active EE | $13,257 | $7,303+81.5% | $8,070+64.3% | $4,346+205.1% |
| Admin fee / account holder | $161 | $1,739-90.7% | $12,998-98.8% | $1,942-91.7% |