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 GROUP5 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $6,434 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,124 | $56,423-75.0% | $77,163-81.7% | $71,457-80.2% |
| Participation rate | 100.0% | 64.3%+35.7pp | 69.6%+30.4pp | 67.9%+32.1pp |
| Annual return | 18.42% | 19.05%-0.6pp | 37.87%-19.4pp | 28.85%-10.4pp |
| Employer contribution / active EE | $664 | $1,866-64.4% | $2,535-73.8% | $2,588-74.3% |
| Participant deferral / active EE | $787 | $3,142-75.0% | $3,833-79.5% | $4,289-81.7% |
| Admin fee / account holder | $25 | $1,429-98.3% | $5,472-99.5% | $1,587-98.4% |