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 8-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+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $38,876 |
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).
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 | $7,176 | $46,173-84.5% | $170,442-95.8% | $69,631-89.7% |
| Participation rate | 96.5% | 63.9%+32.6pp | 83.6%+12.9pp | 70.7%+25.8pp |
| Annual return | 0.00% | 21.62%-21.6pp | 205.93%-205.9pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $1,165 | $1,610-27.6% | $5,433-78.6% | $2,032-42.7% |
| Participant deferral / active EE | $1,710 | $2,080-17.8% | $4,939-65.4% | $3,224-47.0% |
| Admin fee / account holder | $57 | $116-50.7% | $13,880-99.6% | $110-48.2% |