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 | Direct payment from the plan; Recordk... | $20,864 |
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 | $47,095 | $65,061-27.6% | $143,757-67.2% | $66,914-29.6% |
| Participation rate | 76.2% | 65.2%+11.0pp | 80.3%-4.1pp | 69.8%+6.4pp |
| Annual return | -15.53% | -11.14%-4.4pp | -0.04%-15.5pp | 1.58%-17.1pp |
| Employer contribution / active EE | $3,814 | $2,361+61.6% | $4,951-23.0% | $2,544+49.9% |
| Participant deferral / active EE | $2,905 | $2,919-0.5% | $5,637-48.5% | $4,237-31.4% |
| Admin fee / account holder | $18 | $502-96.4% | $14,673-99.9% | $593-97.0% |