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 GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Claims proces... | $33,925 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $80,527 | $77,503+3.9% | $100,391-19.8% | $80,856-0.4% |
| Participation rate | 68.2% | 76.9%-8.8pp | 81.5%-13.3pp | 67.6%+0.5pp |
| Annual return | 15.43% | 37.20%-21.8pp | 49.20%-33.8pp | 35.59%-20.2pp |
| Employer contribution / active EE | $4,657 | $2,801+66.3% | $3,942+18.1% | $2,755+69.0% |
| Participant deferral / active EE | $9,887 | $6,820+45.0% | $8,082+22.3% | $4,296+130.2% |
| Admin fee / account holder | $223 | $5,897-96.2% | $7,899-97.2% | $6,918-96.8% |