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 Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $86,955 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,213 | $85,135+11.8% | $98,907-3.7% | $73,409+29.7% |
| Participation rate | 81.9% | 81.1%+0.7pp | 76.0%+5.8pp | 72.2%+9.7pp |
| Annual return | 19.58% | 19.14%+0.4pp | 196.43%-176.8pp | 59.29%-39.7pp |
| Employer contribution / active EE | $2,076 | $2,721-23.7% | $2,689-22.8% | $2,234-7.1% |
| Participant deferral / active EE | $3,927 | $4,349-9.7% | $4,244-7.5% | $3,805+3.2% |
| Admin fee / account holder | $33 | $139-76.4% | $6,642-99.5% | $158-79.2% |