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 9-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 35-1253576 | Custodial (securities); Shareholder s... | $47,778 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,776 | $59,263-54.8% | $96,562-72.3% | $79,386-66.3% |
| Participation rate | 64.9% | 61.9%+3.0pp | 69.8%-4.9pp | 70.7%-5.8pp |
| Annual return | 30.96% | 27.07%+3.9pp | 37.78%-6.8pp | 116.85%-85.9pp |
| Employer contribution / active EE | $2,016 | $1,216+65.8% | $2,356-14.5% | $2,427-17.0% |
| Participant deferral / active EE | $3,753 | $2,948+27.3% | $3,849-2.5% | $4,046-7.2% |
| Admin fee / account holder | $267 | $658-59.4% | $6,181-95.7% | $626-57.4% |