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 GROUP9+ years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $65,615 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,422 | $82,978-69.4% | $129,995-80.4% | $71,457-64.4% |
| Participation rate | 92.8% | 74.1%+18.7pp | 78.5%+14.3pp | 67.9%+24.8pp |
| Annual return | 21.65% | 20.60%+1.0pp | -137.18%+158.8pp | 28.85%-7.2pp |
| Employer contribution / active EE | $1,752 | $2,622-33.2% | $4,320-59.4% | $2,588-32.3% |
| Participant deferral / active EE | $3,591 | $4,432-19.0% | $5,820-38.3% | $4,289-16.3% |
| Admin fee / account holder | $61 | $1,729-96.5% | $10,614-99.4% | $1,587-96.1% |