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 GROUP3 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $61,865 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $34,066 |
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 | $69,202 | $50,815+36.2% | $155,509-55.5% | $77,643-10.9% |
| Participation rate | 85.2% | 63.1%+22.1pp | 78.2%+7.0pp | 70.6%+14.6pp |
| Annual return | 38.99% | 34.80%+4.2pp | 64.67%-25.7pp | 31.24%+7.7pp |
| Employer contribution / active EE | $2,052 | $1,993+3.0% | $4,672-56.1% | $2,726-24.7% |
| Participant deferral / active EE | $4,525 | $2,822+60.3% | $5,626-19.6% | $4,647-2.6% |
| Admin fee / account holder | $146 | $437-66.6% | $15,912-99.1% | $430-66.1% |