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 GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $12,095 |
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 | $176,025 | $62,127+183.3% | $81,382+116.3% | $74,495+136.3% |
| Participation rate | 93.4% | 64.0%+29.4pp | 69.5%+23.9pp | 67.2%+26.2pp |
| Annual return | 15.11% | 16.48%-1.4pp | 24.73%-9.6pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $7,045 | $1,882+274.3% | $2,463+186.1% | $2,623+168.6% |
| Participant deferral / active EE | $9,457 | $3,229+192.9% | $3,883+143.6% | $4,346+117.6% |
| Admin fee / account holder | $4 | $1,934-99.8% | $5,768-99.9% | $1,942-99.8% |