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 1100 SW 6TH AVENUE · PORTLAND, OR 97204 | Claims processing; Custodial (other t... | $34,454 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $9 |
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 | $46,638 | $46,072+1.2% | $70,014-33.4% | $55,167-15.5% |
| Participation rate | 100.0% | 67.5%+32.5pp | 71.8%+28.2pp | 69.0%+31.0pp |
| Annual return | 9.32% | 8.68%+0.6pp | 12.99%-3.7pp | 169.23%-159.9pp |
| Employer contribution / active EE | $4,782 | $1,500+218.8% | $2,338+104.5% | $1,963+143.7% |
| Participant deferral / active EE | $3,030 | $2,344+29.3% | $2,931+3.4% | $3,054-0.8% |
| Admin fee / account holder | $16 | $428-96.2% | $4,380-99.6% | $504-96.8% |