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 GROUP9+ years Service code 12 · EIN 93-1253576 | Other fees; Direct payment from the p... | $74,902 |
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 | $68,424 | $84,784-19.3% | $98,439-30.5% | $74,419-8.1% |
| Participation rate | 94.1% | 81.5%+12.6pp | 75.2%+19.0pp | 70.7%+23.4pp |
| Annual return | 15.82% | 20.59%-4.8pp | 21.16%-5.3pp | 34.38%-18.6pp |
| Employer contribution / active EE | $1,613 | $3,364-52.0% | $3,048-47.1% | $2,637-38.8% |
| Participant deferral / active EE | $3,794 | $5,218-27.3% | $4,738-19.9% | $4,528-16.2% |
| Admin fee / account holder | $13 | $204-93.9% | $8,948-99.9% | $348-96.4% |