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 GROUP1+ years Service code 12 · EIN 93-1253576 1100 SW 6TH AVENUE · PORTLAND, OR 97204 | Recordkeeping and information managem... | $45,994 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,292 | $43,550-21.3% | $63,517-46.0% | $52,331-34.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 71.0%+29.0pp | 68.1%+31.9pp |
| Annual return | -1.66% | 2.03%-3.7pp | -70.30%+68.6pp | 4.54%-6.2pp |
| Employer contribution / active EE | $4,443 | $1,351+228.8% | $2,322+91.3% | $1,882+136.1% |
| Participant deferral / active EE | $2,824 | $2,254+25.3% | $2,953-4.4% | $3,022-6.6% |
| Admin fee / account holder | $8 | $387-98.0% | $5,892-99.9% | $592-98.7% |