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 | Custodial (securities); Sub-transfer ... | $50,975 |
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 | $51,155 | $58,879-13.1% | $178,490-71.3% | $73,488-30.4% |
| Participation rate | 94.3% | 66.2%+28.1pp | 81.9%+12.4pp | 70.7%+23.6pp |
| Annual return | 15.60% | 24.86%-9.3pp | 151.07%-135.5pp | 28.51%-12.9pp |
| Employer contribution / active EE | $1,436 | $2,236-35.8% | $5,011-71.3% | $2,270-36.7% |
| Participant deferral / active EE | $4,011 | $2,567+56.2% | $5,202-22.9% | $3,740+7.3% |
| Admin fee / account holder | $185 | $400-53.7% | $13,984-98.7% | $513-63.9% |