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 year Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $37,112 |
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 | $65,717 | $73,360-10.4% | $177,989-63.1% | $74,495-11.8% |
| Participation rate | 78.1% | 66.6%+11.5pp | 77.1%+1.0pp | 67.2%+10.9pp |
| Annual return | 11.95% | 17.49%-5.5pp | 294.48%-282.5pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $2,023 | $2,216-8.7% | $3,949-48.8% | $2,623-22.9% |
| Participant deferral / active EE | $2,884 | $4,513-36.1% | $6,276-54.0% | $4,346-33.6% |
| Admin fee / account holder | $9 | $1,808-99.5% | $10,363-99.9% | $1,942-99.5% |