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 GROUP9+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $28,979 |
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 | $62,367 | $55,415+12.5% | $155,509-59.9% | $74,495-16.3% |
| Participation rate | 76.4% | 61.9%+14.5pp | 78.2%-1.8pp | 67.2%+9.2pp |
| Annual return | 13.33% | 268.50%-255.2pp | 64.67%-51.3pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $3,636 | $2,267+60.4% | $4,672-22.2% | $2,623+38.6% |
| Participant deferral / active EE | $4,126 | $2,836+45.5% | $5,626-26.7% | $4,346-5.1% |
| Admin fee / account holder | $30 | $1,738-98.3% | $15,912-99.8% | $1,942-98.4% |