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 GROUP7+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $70,534 |
Service code 27 · EIN 82-0759826 | Advisory (Plan) | $45,614 |
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 | $24,741 | $58,347-57.6% | $85,682-71.1% | $86,799-71.5% |
| Participation rate | 89.0% | 64.9%+24.0pp | 69.9%+19.1pp | 72.3%+16.7pp |
| Annual return | 11.90% | 18.43%-6.5pp | 21.49%-9.6pp | 97.91%-86.0pp |
| Employer contribution / active EE | $567 | $1,751-67.6% | $2,618-78.4% | $2,405-76.4% |
| Participant deferral / active EE | $4,467 | $3,065+45.7% | $3,923+13.9% | $4,131+8.1% |
| Admin fee / account holder | $124 | $147-15.9% | $6,873-98.2% | $170-26.9% |