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 GROUP3 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $605,000 |
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 | $109,386 | $88,874+23.1% | $123,544-11.5% | $75,289+45.3% |
| Participation rate | 96.5% | 75.9%+20.6pp | 82.3%+14.2pp | 72.4%+24.1pp |
| Annual return | -3.79% | 4.22%-8.0pp | 119.20%-123.0pp | -0.04%-3.7pp |
| Employer contribution / active EE | $3,365 | $3,256+3.3% | $4,628-27.3% | $2,405+39.9% |
| Participant deferral / active EE | $7,831 | $6,174+26.8% | $6,426+21.9% | $3,739+109.5% |
| Admin fee / account holder | $16 | $95-82.7% | $9,284-99.8% | $102-84.1% |