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 GROUP6+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $41,364 |
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 | $22,598 | $58,879-61.6% | $178,490-87.3% | $73,488-69.2% |
| Participation rate | 92.2% | 66.2%+26.0pp | 81.9%+10.3pp | 70.7%+21.5pp |
| Annual return | 1.80% | 24.86%-23.1pp | 151.07%-149.3pp | 28.51%-26.7pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,525 | $2,567-1.7% | $5,202-51.5% | $3,740-32.5% |
| Admin fee / account holder | $18 | $400-95.4% | $13,984-99.9% | $513-96.4% |