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 8-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 | Direct payment from the plan; Custodi... | $87,364 |
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 | $34,498 | $61,156-43.6% | $185,823-81.4% | $79,386-56.5% |
| Participation rate | 98.2% | 66.6%+31.6pp | 81.7%+16.5pp | 70.7%+27.5pp |
| Annual return | 14.66% | 19.45%-4.8pp | 122.05%-107.4pp | 116.85%-102.2pp |
| Employer contribution / active EE | $2,706 | $2,321+16.6% | $5,167-47.6% | $2,427+11.5% |
| Participant deferral / active EE | $3,852 | $2,789+38.1% | $5,568-30.8% | $4,046-4.8% |
| Admin fee / account holder | $39 | $710-94.6% | $16,237-99.8% | $626-93.8% |