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 | Direct payment from the plan; Recordk... | $29,161 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $2,907 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,301 | $57,281-52.3% | $86,612-68.5% | $75,163-63.7% |
| Participation rate | 91.1% | 63.2%+27.9pp | 71.7%+19.4pp | 67.2%+23.9pp |
| Annual return | 15.58% | 2670.75%-2655.2pp | 591.07%-575.5pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,460 | $2,314-36.9% | $3,022-51.7% | $2,670-45.3% |
| Participant deferral / active EE | $2,471 | $3,318-25.5% | $4,438-44.3% | $4,125-40.1% |
| Admin fee / account holder | $130 | $4,112-96.8% | $5,614-97.7% | $5,651-97.7% |