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 9-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 15 · EIN 93-1253576 1100 SOUTHWEST 6TH AVE. · PORTLAND, OR 97200 | Recordkeeping | $83,517 |
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 | $82,026 | $88,122-6.9% | $141,162-41.9% | $67,579+21.4% |
| Participation rate | 93.3% | 76.5%+16.8pp | 82.5%+10.8pp | 71.3%+22.0pp |
| Annual return | 36.49% | 75.40%-38.9pp | 71.39%-34.9pp | 378.56%-342.1pp |
| Employer contribution / active EE | $17,302 | $3,224+436.6% | $4,735+265.4% | $2,148+705.6% |
| Participant deferral / active EE | $15,271 | $5,958+156.3% | $6,709+127.6% | $3,539+331.5% |
| Admin fee / account holder | $254 | $131+94.1% | $10,261-97.5% | $142+78.5% |