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 Filed as: STANCORP FINANCIAL SERVICES Service code 19 | Securities Custodian | $40,681 |
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $5,819 |
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 | $148,116 | $81,474+81.8% | $133,956+10.6% | $73,488+101.6% |
| Participation rate | 93.5% | 76.4%+17.1pp | 79.8%+13.7pp | 70.7%+22.8pp |
| Annual return | 18.24% | 19.40%-1.2pp | 45.09%-26.9pp | 28.51%-10.3pp |
| Employer contribution / active EE | $1,346 | $2,209-39.1% | $3,919-65.6% | $2,270-40.7% |
| Participant deferral / active EE | $4,609 | $3,786+21.7% | $5,048-8.7% | $3,740+23.2% |
| Admin fee / account holder | $35 | $713-95.1% | $8,927-99.6% | $513-93.2% |