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 Filed as: STANCORP FINANCIAL SERVICES Service code 19 | Securities Custodian | $35,748 |
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $7,086 |
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 | $134,331 | $66,302+102.6% | $110,238+21.9% | $56,287+138.7% |
| Participation rate | 89.4% | 74.9%+14.5pp | 79.8%+9.6pp | 69.9%+19.5pp |
| Annual return | -5.19% | -1.18%-4.0pp | 314.74%-319.9pp | -9.96%+4.8pp |
| Employer contribution / active EE | $1,177 | $2,047-42.5% | $3,826-69.2% | $2,111-44.2% |
| Participant deferral / active EE | $5,148 | $3,381+52.2% | $4,672+10.2% | $3,350+53.7% |
| Admin fee / account holder | $53 | $698-92.4% | $8,547-99.4% | $521-89.8% |