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 | Custodial (securities); Sub-transfer ... | $15,813 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $313,129 | $99,957+213.3% | $149,696+109.2% | $73,488+326.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 21.22% | 53.87%-32.6pp | 276.60%-255.4pp | 28.51%-7.3pp |
| Employer contribution / active EE | $6,428 | $3,191+101.4% | $4,644+38.4% | $2,270+183.1% |
| Participant deferral / active EE | $9,686 | $6,073+59.5% | $6,842+41.6% | $3,740+159.0% |
| Admin fee / account holder | $99 | $551-82.1% | $9,309-98.9% | $513-80.8% |