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 GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $28,377 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $5,650 |
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 | $27,995 | $58,208-51.9% | $81,812-65.8% | $80,856-65.4% |
| Participation rate | 86.3% | 63.4%+22.8pp | 72.3%+13.9pp | 67.6%+18.6pp |
| Annual return | 11.31% | 41.66%-30.3pp | 773.79%-762.5pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,576 | $2,340-32.7% | $2,912-45.9% | $2,755-42.8% |
| Participant deferral / active EE | $2,650 | $3,281-19.2% | $4,319-38.6% | $4,296-38.3% |
| Admin fee / account holder | $116 | $4,981-97.7% | $7,386-98.4% | $6,918-98.3% |