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 GROUP5+ years Filed as: STANCORP FINANCIAL SERVICES Service code 19 | Securities Custodian | $22,133 |
WITHUMSMITH+BROWN, PC3 years Filed as: FRENDEL, BROWN & WEISSMAN Service code 10 · EIN 13-2907212 | Accounting | $20,000 |
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Claims pro... | $7,089 |
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 | $159,340 | $86,332+84.6% | $125,175+27.3% | $65,185+144.4% |
| Participation rate | 84.4% | 75.3%+9.1pp | 79.8%+4.6pp | 70.2%+14.2pp |
| Annual return | 24.98% | 27.43%-2.5pp | 43.79%-18.8pp | 29.38%-4.4pp |
| Employer contribution / active EE | $1,117 | $2,040-45.2% | $3,865-71.1% | $2,177-48.7% |
| Participant deferral / active EE | $4,266 | $3,537+20.6% | $4,937-13.6% | $3,514+21.4% |
| Admin fee / account holder | $160 | $609-73.7% | $9,702-98.4% | $847-81.1% |