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; Custodi... | $27,238 |
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 | $47,752 | $58,828-18.8% | $77,999-38.8% | $62,891-24.1% |
| Participation rate | 89.6% | 71.1%+18.5pp | 75.5%+14.1pp | 69.3%+20.3pp |
| Annual return | 6.63% | 17.16%-10.5pp | 425.96%-419.3pp | 20.14%-13.5pp |
| Employer contribution / active EE | $521 | $1,672-68.9% | $2,470-78.9% | $2,281-77.2% |
| Participant deferral / active EE | $2,423 | $2,686-9.8% | $3,497-30.7% | $3,203-24.3% |
| Admin fee / account holder | $257 | $4,393-94.1% | $5,480-95.3% | $4,296-94.0% |