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 GROUP8+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Other f... | $78,929 |
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 | $60,582 | $81,908-26.0% | $90,749-33.2% | $64,808-6.5% |
| Participation rate | 94.9% | 80.5%+14.4pp | 75.7%+19.2pp | 71.5%+23.4pp |
| Annual return | -14.80% | -12.53%-2.3pp | -12.16%-2.6pp | 32.82%-47.6pp |
| Employer contribution / active EE | $1,727 | $3,065-43.6% | $2,921-40.9% | $2,506-31.1% |
| Participant deferral / active EE | $3,576 | $4,840-26.1% | $4,564-21.7% | $4,310-17.0% |
| Admin fee / account holder | $18 | $157-88.4% | $8,445-99.8% | $188-90.3% |