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 | Claims processing; Custodial (other t... | $63,226 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $82,262 | $69,362+18.6% | $101,248-18.8% | $73,488+11.9% |
| Participation rate | 95.2% | 68.4%+26.8pp | 75.8%+19.4pp | 70.7%+24.5pp |
| Annual return | 4.79% | 18.46%-13.7pp | 46.47%-41.7pp | 28.51%-23.7pp |
| Employer contribution / active EE | $2,599 | $2,628-1.1% | $3,660-29.0% | $2,270+14.5% |
| Participant deferral / active EE | $6,101 | $3,300+84.9% | $4,370+39.6% | $3,740+63.1% |
| Admin fee / account holder | $18 | $704-97.5% | $5,945-99.7% | $513-96.5% |