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 GROUP4+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $38,834 |
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 | $78,885 | $94,529-16.5% | $140,016-43.7% | $64,186+22.9% |
| Participation rate | 72.2% | 84.1%-11.9pp | 87.5%-15.3pp | 69.6%+2.7pp |
| Annual return | -2.77% | 7.77%-10.5pp | 651.12%-653.9pp | 7.63%-10.4pp |
| Employer contribution / active EE | $1,869 | $3,812-51.0% | $5,606-66.7% | $2,381-21.5% |
| Participant deferral / active EE | $3,504 | $5,250-33.3% | $6,927-49.4% | $3,470+1.0% |
| Admin fee / account holder | $85 | $6,741-98.7% | $10,705-99.2% | $4,888-98.3% |