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 GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $45,036 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,674 | $110,809-43.4% | $86,874-27.9% | $167,490-62.6% |
| Participation rate | 91.7% | 75.8%+15.9pp | 71.6%+20.0pp | 82.1%+9.6pp |
| Annual return | 13.55% | 116.98%-103.4pp | 63.52%-50.0pp | 478.56%-465.0pp |
| Employer contribution / active EE | $19,853 | $3,244+512.0% | $2,495+695.6% | $4,837+310.4% |
| Participant deferral / active EE | $24,089 | $4,546+429.9% | $3,699+551.2% | $6,341+279.9% |
| Admin fee / account holder | $55 | $8,415-99.3% | $5,828-99.1% | $12,309-99.6% |