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 GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $42,406 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,608 | $42,548+26.0% | $74,550-28.1% | $56,287-4.8% |
| Participation rate | 65.5% | 60.5%+5.0pp | 69.1%-3.7pp | 69.9%-4.4pp |
| Annual return | -4.49% | 12.40%-16.9pp | 32.53%-37.0pp | -9.96%+5.5pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,768 | $2,277-22.4% | $3,108-43.1% | $3,350-47.2% |
| Admin fee / account holder | $29 | $467-93.8% | $5,060-99.4% | $521-94.4% |