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 GROUP8+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $76,482 |
Service code 27 · EIN 82-0759826 | Advisory (Plan) | $46,652 |
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 | $22,582 | $44,764-49.6% | $68,791-67.2% | $64,808-65.2% |
| Participation rate | 87.6% | 64.8%+22.8pp | 69.0%+18.6pp | 71.5%+16.1pp |
| Annual return | -15.02% | -10.91%-4.1pp | -6.38%-8.6pp | 32.82%-47.8pp |
| Employer contribution / active EE | $570 | $1,775-67.9% | $2,655-78.5% | $2,506-77.2% |
| Participant deferral / active EE | $4,538 | $3,238+40.2% | $3,941+15.1% | $4,310+5.3% |
| Admin fee / account holder | $143 | $151-5.6% | $4,932-97.1% | $188-24.0% |