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 GROUP8+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $96,099 |
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 | $121,276 | $82,202+47.5% | $125,339-3.2% | $64,808+87.1% |
| Participation rate | 94.8% | 77.9%+16.9pp | 82.4%+12.4pp | 71.5%+23.3pp |
| Annual return | -15.53% | 3.48%-19.0pp | 572.05%-587.6pp | 32.82%-48.3pp |
| Employer contribution / active EE | $4,590 | $3,615+26.9% | $4,814-4.6% | $2,506+83.2% |
| Participant deferral / active EE | $12,942 | $7,175+80.4% | $7,446+73.8% | $4,310+200.3% |
| Admin fee / account holder | $20 | $163-87.7% | $10,010-99.8% | $188-89.3% |