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 | Recordkeeping and information managem... | $35,996 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $28,272 |
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 | $48,594 | $59,417-18.2% | $93,606-48.1% | $74,495-34.8% |
| Participation rate | 83.8% | 59.7%+24.2pp | 68.7%+15.1pp | 67.2%+16.6pp |
| Annual return | 12.20% | 81.83%-69.6pp | 133.20%-121.0pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $595 | $1,264-52.9% | $2,420-75.4% | $2,623-77.3% |
| Participant deferral / active EE | $4,614 | $3,050+51.3% | $4,411+4.6% | $4,346+6.2% |
| Admin fee / account holder | $249 | $3,021-91.8% | $8,285-97.0% | $1,942-87.2% |