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 6-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 Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $49,998 |
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 | $45,713 | $59,584-23.3% | $86,874-47.4% | $79,386-42.4% |
| Participation rate | 78.9% | 67.7%+11.2pp | 71.6%+7.2pp | 70.7%+8.2pp |
| Annual return | 15.98% | 23.15%-7.2pp | 63.52%-47.5pp | 116.85%-100.9pp |
| Employer contribution / active EE | $1,358 | $1,768-23.2% | $2,495-45.6% | $2,427-44.1% |
| Participant deferral / active EE | $3,086 | $3,036+1.6% | $3,699-16.6% | $4,046-23.7% |
| Admin fee / account holder | $30 | $604-95.0% | $5,828-99.5% | $626-95.2% |