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 GROUP7+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $48,196 |
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 | $28,444 | $61,156-53.5% | $185,823-84.7% | $79,386-64.2% |
| Participation rate | 88.4% | 66.6%+21.8pp | 81.7%+6.7pp | 70.7%+17.7pp |
| Annual return | 29.50% | 19.45%+10.1pp | 122.05%-92.5pp | 116.85%-87.3pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,649 | $2,789-5.0% | $5,568-52.4% | $4,046-34.5% |
| Admin fee / account holder | $20 | $710-97.1% | $16,237-99.9% | $626-96.7% |