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 GROUP5+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $77,906 |
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 | $110,781 | $88,122+25.7% | $141,162-21.5% | $67,579+63.9% |
| Participation rate | 92.0% | 76.5%+15.5pp | 82.5%+9.5pp | 71.3%+20.7pp |
| Annual return | 27.28% | 75.40%-48.1pp | 71.39%-44.1pp | 378.56%-351.3pp |
| Employer contribution / active EE | $2,489 | $3,224-22.8% | $4,735-47.4% | $2,148+15.9% |
| Participant deferral / active EE | $8,452 | $5,958+41.9% | $6,709+26.0% | $3,539+138.8% |
| Admin fee / account holder | $18 | $131-86.4% | $10,261-99.8% | $142-87.4% |