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 GROUP10+ years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $75,488 |
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 | $23,139 | $89,436-74.1% | $164,813-86.0% | $77,643-70.2% |
| Participation rate | 94.7% | 78.6%+16.1pp | 78.6%+16.1pp | 70.6%+24.1pp |
| Annual return | 16.44% | 28.83%-12.4pp | 69.93%-53.5pp | 31.24%-14.8pp |
| Employer contribution / active EE | $1,685 | $2,569-34.4% | $4,341-61.2% | $2,726-38.2% |
| Participant deferral / active EE | $3,481 | $4,897-28.9% | $6,031-42.3% | $4,647-25.1% |
| Admin fee / account holder | $66 | $339-80.5% | $12,690-99.5% | $430-84.6% |