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 GROUP3+ years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $40,407 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,552 | $89,739-18.0% | $149,718-50.9% | $62,292+18.1% |
| Participation rate | 70.7% | 85.1%-14.4pp | 87.1%-16.4pp | 69.5%+1.2pp |
| Annual return | 15.78% | 21.01%-5.2pp | 1501.63%-1485.8pp | 28.90%-13.1pp |
| Employer contribution / active EE | $2,446 | $3,233-24.3% | $5,445-55.1% | $2,042+19.8% |
| Participant deferral / active EE | $3,377 | $4,797-29.6% | $6,569-48.6% | $3,169+6.6% |
| Admin fee / account holder | $42 | $551-92.4% | $11,283-99.6% | $479-91.2% |