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 GROUP4+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $87,861 |
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 | $150,371 | $92,897+61.9% | $90,782+65.6% | $56,287+167.2% |
| Participation rate | 98.8% | 80.7%+18.1pp | 82.7%+16.2pp | 69.9%+29.0pp |
| Annual return | -2.35% | -2.59%+0.2pp | -3.42%+1.1pp | -9.96%+7.6pp |
| Employer contribution / active EE | $12,419 | $3,871+220.8% | $4,105+202.5% | $2,111+488.3% |
| Participant deferral / active EE | $9,050 | $5,551+63.0% | $5,366+68.7% | $3,350+170.2% |
| Admin fee / account holder | $30 | $440-93.1% | $5,908-99.5% | $521-94.1% |