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 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $14,842 |
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 | $46,105 | $47,977-3.9% | $154,107-70.1% | $56,287-18.1% |
| Participation rate | 74.9% | 66.2%+8.7pp | 83.0%-8.2pp | 69.9%+5.0pp |
| Annual return | 9.74% | 3.54%+6.2pp | 735.12%-725.4pp | -9.96%+19.7pp |
| Employer contribution / active EE | $1,778 | $2,169-18.0% | $5,298-66.4% | $2,111-15.8% |
| Participant deferral / active EE | $2,787 | $2,392+16.5% | $5,081-45.1% | $3,350-16.8% |
| Admin fee / account holder | $23 | $438-94.8% | $13,411-99.8% | $521-95.6% |