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 | Direct payment from the plan; Custodi... | $45,824 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $74,805 | $81,625-8.4% | $167,512-55.3% | $74,304+0.7% |
| Participation rate | 73.6% | 60.0%+13.6pp | 77.1%-3.5pp | 60.3%+13.3pp |
| Annual return | 12.89% | 26.09%-13.2pp | 1615.79%-1602.9pp | 29.43%-16.5pp |
| Employer contribution / active EE | $1,880 | $2,010-6.5% | $3,882-51.6% | $2,241-16.1% |
| Participant deferral / active EE | $2,801 | $4,115-31.9% | $6,405-56.3% | $3,767-25.6% |
| Admin fee / account holder | $11 | $3,474-99.7% | $9,769-99.9% | $2,969-99.6% |