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 | Direct payment from the plan; Recordk... | $67,802 |
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 | $51,383 | $51,620-0.5% | $90,281-43.1% | $65,185-21.2% |
| Participation rate | 96.2% | 68.6%+27.6pp | 73.3%+23.0pp | 70.2%+26.0pp |
| Annual return | 29.27% | 24.94%+4.3pp | 78.10%-48.8pp | 29.38%-0.1pp |
| Employer contribution / active EE | $821 | $2,235-63.3% | $2,854-71.3% | $2,177-62.3% |
| Participant deferral / active EE | $2,878 | $2,871+0.3% | $3,885-25.9% | $3,514-18.1% |
| Admin fee / account holder | $11 | $384-97.2% | $5,351-99.8% | $847-98.7% |