Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 9-year trajectory for $4.99 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; Custodi... | $59,003 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,443 | $88,087-45.0% | $164,866-70.6% | $74,546-35.0% |
| Participation rate | 80.5% | 73.1%+7.5pp | 78.6%+1.9pp | 67.2%+13.3pp |
| Annual return | 14.76% | 17.27%-2.5pp | 69.97%-55.2pp | 1366.03%-1351.3pp |
| Employer contribution / active EE | $3,571 | $2,595+37.6% | $4,343-17.8% | $2,624+36.1% |
| Participant deferral / active EE | $5,341 | $4,499+18.7% | $6,033-11.5% | $4,347+22.9% |
| Admin fee / account holder | $11 | $2,232-99.5% | $12,689-99.9% | $1,944-99.5% |