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 | Direct payment from the plan; Recordk... | $89,742 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,552 | $64,286-57.1% | $90,951-69.7% | $73,409-62.5% |
| Participation rate | 76.2% | 63.6%+12.6pp | 69.0%+7.2pp | 72.2%+4.1pp |
| Annual return | 7.79% | 21.45%-13.7pp | 134.60%-126.8pp | 59.29%-51.5pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,142 | $2,453-53.5% | $3,373-66.2% | $3,805-70.0% |
| Admin fee / account holder | $25 | $287-91.3% | $5,959-99.6% | $158-84.2% |