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 GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $18,776 |
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 | $35,449 | $56,277-37.0% | $80,975-56.2% | $62,891-43.6% |
| Participation rate | 74.2% | 69.0%+5.3pp | 75.8%-1.6pp | 69.3%+4.9pp |
| Annual return | 7.31% | 22.12%-14.8pp | 17.10%-9.8pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,325 | $1,943-31.8% | $3,714-64.3% | $2,281-41.9% |
| Participant deferral / active EE | $3,452 | $4,195-17.7% | $5,696-39.4% | $3,203+7.8% |
| Admin fee / account holder | $136 | $3,741-96.4% | $5,516-97.5% | $4,296-96.8% |