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 GROUP7+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $30,147 |
Participant contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,574 | $61,156-71.3% | $185,823-90.5% | $79,386-77.9% |
| Participation rate | 77.4% | 66.6%+10.8pp | 81.7%-4.3pp | 70.7%+6.7pp |
| Annual return | 16.49% | 19.45%-3.0pp | 122.05%-105.6pp | 116.85%-100.4pp |
| Employer contribution / active EE | $679 | $2,321-70.8% | $5,167-86.9% | $2,427-72.0% |
| Participant deferral / active EE | $586 | $2,789-79.0% | $5,568-89.5% | $4,046-85.5% |
| Admin fee / account holder | $11 | $710-98.5% | $16,237-99.9% | $626-98.3% |