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 GROUP3 years Service code 15 · EIN 93-1253576 | Recordkeeping | $5,654 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,046 |
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 | $55,189 | $55,415-0.4% | $155,509-64.5% | $74,495-25.9% |
| Participation rate | 80.4% | 61.9%+18.5pp | 78.2%+2.2pp | 67.2%+13.2pp |
| Annual return | 15.98% | 268.50%-252.5pp | 64.67%-48.7pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $3,245 | $2,267+43.2% | $4,672-30.5% | $2,623+23.7% |
| Participant deferral / active EE | $5,377 | $2,836+89.6% | $5,626-4.4% | $4,346+23.7% |
| Admin fee / account holder | $73 | $1,738-95.8% | $15,912-99.5% | $1,942-96.2% |