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 Filed as: STANCORP FINANCIAL CROUP Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $33,128 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB FINANCIAL SERVICES Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $71,484 | $66,310+7.8% | $93,606-23.6% | $65,185+9.7% |
| Participation rate | 77.3% | 74.0%+3.3pp | 75.8%+1.5pp | 70.2%+7.1pp |
| Annual return | 26.07% | 42.58%-16.5pp | 32.76%-6.7pp | 29.38%-3.3pp |
| Employer contribution / active EE | $1,803 | $2,012-10.4% | $2,718-33.7% | $2,177-17.2% |
| Participant deferral / active EE | $3,761 | $3,342+12.5% | $4,069-7.6% | $3,514+7.0% |
| Admin fee / account holder | $255 | $6,897-96.3% | $7,888-96.8% | $847-69.9% |