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 GROUP2+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,646 | $39,819-68.2% | $67,834-81.4% | $57,658-78.1% |
| Participation rate | 85.1% | 61.2%+23.9pp | 68.8%+16.3pp | 70.2%+14.9pp |
| Annual return | 4.68% | 9.19%-4.5pp | 138.47%-133.8pp | 5.13%-0.5pp |
| Employer contribution / active EE | $1,152 | $1,277-9.8% | $2,403-52.1% | $1,974-41.6% |
| Participant deferral / active EE | $1,264 | $2,209-42.8% | $3,160-60.0% | $3,061-58.7% |
| Admin fee / account holder | $55 | $84-34.3% | $4,622-98.8% | $95-41.8% |