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 GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $33,054 |
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 | $68,531 | $60,165+13.9% | $74,183-7.6% | $55,167+24.2% |
| Participation rate | 78.7% | 74.2%+4.6pp | 76.6%+2.1pp | 69.0%+9.7pp |
| Annual return | 62.04% | 10.00%+52.0pp | 17.74%+44.3pp | 169.23%-107.2pp |
| Employer contribution / active EE | $2,645 | $1,600+65.4% | $2,370+11.6% | $1,963+34.8% |
| Participant deferral / active EE | $5,091 | $2,973+71.3% | $3,550+43.4% | $3,054+66.7% |
| Admin fee / account holder | $17 | $419-96.0% | $5,586-99.7% | $504-96.6% |