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 GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $32,067 |
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 | $13,765 | $32,425-57.5% | $74,583-81.5% | $55,167-75.0% |
| Participation rate | 88.7% | 54.0%+34.7pp | 68.1%+20.6pp | 69.0%+19.7pp |
| Annual return | 7.39% | 10.63%-3.2pp | 20.47%-13.1pp | 169.23%-161.8pp |
| Employer contribution / active EE | $454 | $1,043-56.5% | $2,525-82.0% | $1,963-76.9% |
| Participant deferral / active EE | $3,079 | $1,995+54.4% | $3,458-10.9% | $3,054+0.8% |
| Admin fee / account holder | $45 | $748-94.0% | $4,138-98.9% | $504-91.0% |