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 GROUP6+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $63,832 |
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 | $58,591 | $185,342-68.4% | $111,297-47.4% | $86,799-32.5% |
| Participation rate | 75.6% | 81.0%-5.3pp | 77.3%-1.7pp | 72.3%+3.4pp |
| Annual return | 17.91% | 500.80%-482.9pp | 54.65%-36.7pp | 97.91%-80.0pp |
| Employer contribution / active EE | $2,266 | $2,246+0.9% | $2,731-17.0% | $2,405-5.8% |
| Participant deferral / active EE | $4,703 | $4,458+5.5% | $4,487+4.8% | $4,131+13.8% |
| Admin fee / account holder | $16 | $255-93.8% | $7,964-99.8% | $170-90.6% |