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 4-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 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $37,633 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $16,733 |
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 | $60,138 | $47,126+27.6% | $149,673-59.8% | $74,419-19.2% |
| Participation rate | 84.3% | 63.4%+20.9pp | 78.8%+5.6pp | 70.7%+13.6pp |
| Annual return | 102.88% | 22.75%+80.1pp | 134.42%-31.5pp | 34.38%+68.5pp |
| Employer contribution / active EE | $1,656 | $1,905-13.1% | $4,818-65.6% | $2,637-37.2% |
| Participant deferral / active EE | $3,371 | $2,728+23.6% | $5,680-40.6% | $4,528-25.5% |
| Admin fee / account holder | $108 | $343-68.6% | $13,210-99.2% | $348-69.1% |