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 GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $47,980 |
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 | $44,360 | $42,546+4.3% | $71,796-38.2% | $55,167-19.6% |
| Participation rate | 71.4% | 59.1%+12.3pp | 69.1%+2.3pp | 69.0%+2.4pp |
| Annual return | 7.19% | 12.36%-5.2pp | 78.04%-70.8pp | 169.23%-162.0pp |
| Employer contribution / active EE | $1,408 | $803+75.3% | $1,924-26.8% | $1,963-28.2% |
| Participant deferral / active EE | $3,299 | $2,064+59.8% | $2,794+18.1% | $3,054+8.0% |
| Admin fee / account holder | $29 | $650-95.6% | $4,815-99.4% | $504-94.3% |