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 GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $14,333 |
Annual investment return 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 | $68,207 | $49,915+36.6% | $154,803-55.9% | $74,304-8.2% |
| Participation rate | 87.0% | 54.0%+33.0pp | 78.1%+8.9pp | 60.3%+26.6pp |
| Annual return | 11.41% | 34.06%-22.6pp | 58.88%-47.5pp | 29.43%-18.0pp |
| Employer contribution / active EE | $6,709 | $1,611+316.3% | $4,305+55.8% | $2,241+199.3% |
| Participant deferral / active EE | $4,403 | $2,255+95.3% | $5,540-20.5% | $3,767+16.9% |
| Admin fee / account holder | $34 | $2,189-98.4% | $14,329-99.8% | $2,969-98.8% |