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 Filed as: STANDCORP FINANCIAL GROUP Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cu... | $43,034 |
Service code 27 · EIN 04-3630395 | Advisory (Plan) | $31,278 |
STANCORP FINANCIAL GROUP2+ years Filed as: STANCORP FINANCIAL GORUP Service code 19 | Securities Custodian | $6,086 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,600 | $80,177-75.6% | $123,892-84.2% | $57,658-66.0% |
| Participation rate | 75.4% | 74.4%+1.0pp | 81.4%-6.0pp | 70.2%+5.2pp |
| Annual return | 14.72% | 17.90%-3.2pp | 47.52%-32.8pp | 5.13%+9.6pp |
| Employer contribution / active EE | $858 | $2,913-70.5% | $4,617-81.4% | $1,974-56.5% |
| Participant deferral / active EE | $3,852 | $5,130-24.9% | $5,984-35.6% | $3,061+25.8% |
| Admin fee / account holder | $156 | $106+46.8% | $8,357-98.1% | $95+65.1% |