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 GROUP4 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $68,101 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,619 | $63,745+18.6% | $98,442-23.2% | $79,386-4.7% |
| Participation rate | 97.2% | 69.9%+27.3pp | 73.3%+23.9pp | 70.7%+26.5pp |
| Annual return | 15.82% | 625.80%-610.0pp | 1492.73%-1476.9pp | 116.85%-101.0pp |
| Employer contribution / active EE | $467 | $2,557-81.7% | $2,960-84.2% | $2,427-80.8% |
| Participant deferral / active EE | $3,527 | $3,303+6.8% | $4,276-17.5% | $4,046-12.8% |
| Admin fee / account holder | $22 | $516-95.8% | $5,949-99.6% | $626-96.5% |