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 GROUP5+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $19,127 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,287 | $76,670-61.8% | $96,683-69.7% | $71,457-59.0% |
| Participation rate | 78.1% | 66.6%+11.5pp | 74.3%+3.7pp | 67.9%+10.1pp |
| Annual return | 19.42% | 48.29%-28.9pp | 35.69%-16.3pp | 28.85%-9.4pp |
| Employer contribution / active EE | $605 | $3,031-80.1% | $3,737-83.8% | $2,588-76.6% |
| Participant deferral / active EE | $4,799 | $3,771+27.3% | $4,878-1.6% | $4,289+11.9% |
| Admin fee / account holder | $70 | $2,028-96.6% | $6,730-99.0% | $1,587-95.6% |