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 GROUP5+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $42,803 |
Annual investment return 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 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 | $29,032 | $52,953-45.2% | $172,739-83.2% | $65,185-55.5% |
| Participation rate | 80.3% | 66.2%+14.1pp | 82.6%-2.3pp | 70.2%+10.1pp |
| Annual return | 5.37% | 30.12%-24.8pp | 802.84%-797.5pp | 29.38%-24.0pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,286 | $2,471-7.5% | $5,198-56.0% | $3,514-34.9% |
| Admin fee / account holder | $21 | $472-95.6% | $13,954-99.9% | $847-97.6% |