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 GROUP6+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $63,456 |
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 | $56,777 | $35,986+57.8% | $77,482-26.7% | $73,488-22.7% |
| Participation rate | 95.1% | 40.8%+54.3pp | 54.2%+41.0pp | 70.7%+24.5pp |
| Annual return | 16.26% | 19.26%-3.0pp | 54.79%-38.5pp | 28.51%-12.3pp |
| Employer contribution / active EE | $3,185 | $557+471.4% | $986+222.9% | $2,270+40.3% |
| Participant deferral / active EE | $5,560 | $1,198+364.3% | $1,861+198.8% | $3,740+48.7% |
| Admin fee / account holder | $281 | $466-39.6% | $2,858-90.2% | $513-45.2% |