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 | Direct payment from the plan; Claims ... | $41,434 |
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 | $68,354 | $53,777+27.1% | $134,143-49.0% | $79,858-14.4% |
| Participation rate | 91.7% | 58.8%+32.9pp | 72.2%+19.5pp | 69.6%+22.0pp |
| Annual return | 14.31% | 19.01%-4.7pp | 36.33%-22.0pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,289 | $1,321-2.5% | $3,704-65.2% | $2,471-47.8% |
| Participant deferral / active EE | $5,772 | $2,420+138.5% | $3,499+65.0% | $3,740+54.3% |
| Admin fee / account holder | $25 | $3,984-99.4% | $6,684-99.6% | $5,306-99.5% |