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 5-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 GROUP1 year Service code 12 · EIN 93-1253576 | Trustee (individual); Recordkeeping a... | $43,629 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,736 | $47,126-85.7% | $149,673-95.5% | $74,419-90.9% |
| Participation rate | 82.4% | 63.4%+19.0pp | 78.8%+3.6pp | 70.7%+11.7pp |
| Annual return | 46.46% | 22.75%+23.7pp | 134.42%-88.0pp | 34.38%+12.1pp |
| Employer contribution / active EE | $2,513 | $1,905+31.9% | $4,818-47.8% | $2,637-4.7% |
| Participant deferral / active EE | $2,316 | $2,728-15.1% | $5,680-59.2% | $4,528-48.9% |
| Admin fee / account holder | $76 | $343-77.8% | $13,210-99.4% | $348-78.1% |