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 9-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 GROUP7 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $60,571 |
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 | $48,262 | $80,731-40.2% | $103,374-53.3% | $74,546-35.3% |
| Participation rate | 75.2% | 65.7%+9.5pp | 74.5%+0.7pp | 67.2%+8.0pp |
| Annual return | 12.83% | 27.56%-14.7pp | 24.89%-12.1pp | 1366.03%-1353.2pp |
| Employer contribution / active EE | $1,502 | $3,158-52.4% | $3,869-61.2% | $2,624-42.8% |
| Participant deferral / active EE | $3,336 | $3,860-13.6% | $5,058-34.0% | $4,347-23.3% |
| Admin fee / account holder | $65 | $2,369-97.2% | $8,394-99.2% | $1,944-96.6% |