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 9-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 | Custodial (other than securities); Di... | $59,003 |
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 | $48,443 | $88,083-45.0% | $164,813-70.6% | $74,495-35.0% |
| Participation rate | 80.5% | 73.0%+7.5pp | 78.6%+1.9pp | 67.2%+13.3pp |
| Annual return | 14.76% | 17.26%-2.5pp | 69.93%-55.2pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $3,571 | $2,593+37.7% | $4,341-17.7% | $2,623+36.2% |
| Participant deferral / active EE | $5,341 | $4,498+18.7% | $6,031-11.4% | $4,346+22.9% |
| Admin fee / account holder | $11 | $2,234-99.5% | $12,690-99.9% | $1,942-99.5% |