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 GROUP5+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $53,491 |
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 | $49,770 | $79,519-37.4% | $95,952-48.1% | $73,409-32.2% |
| Participation rate | 71.8% | 81.2%-9.4pp | 77.1%-5.3pp | 72.2%-0.4pp |
| Annual return | 20.77% | 19.20%+1.6pp | 91.61%-70.8pp | 59.29%-38.5pp |
| Employer contribution / active EE | $2,003 | $2,048-2.2% | $2,541-21.2% | $2,234-10.3% |
| Participant deferral / active EE | $4,020 | $4,138-2.9% | $4,167-3.5% | $3,805+5.6% |
| Admin fee / account holder | $14 | $184-92.6% | $6,795-99.8% | $158-91.3% |