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 GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $59,944 |
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 | $148,601 | $57,108+160.2% | $94,224+57.7% | $52,331+184.0% |
| Participation rate | 91.7% | 72.9%+18.8pp | 78.8%+13.0pp | 68.1%+23.6pp |
| Annual return | -1.49% | 1.47%-3.0pp | 10.68%-12.2pp | 4.54%-6.0pp |
| Employer contribution / active EE | $9,497 | $1,735+447.3% | $3,587+164.8% | $1,882+404.7% |
| Participant deferral / active EE | $6,229 | $3,040+104.9% | $4,320+44.2% | $3,022+106.1% |
| Admin fee / account holder | $15 | $546-97.3% | $6,269-99.8% | $592-97.5% |