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 GROUP1+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $18,251 |
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 | $47,026 | $41,854+12.4% | $73,843-36.3% | $52,331-10.1% |
| Participation rate | 82.2% | 66.2%+15.9pp | 73.4%+8.7pp | 68.1%+14.1pp |
| Annual return | 0.47% | 2.11%-1.6pp | 2267.84%-2267.4pp | 4.54%-4.1pp |
| Employer contribution / active EE | $1,477 | $1,920-23.1% | $2,787-47.0% | $1,882-21.5% |
| Participant deferral / active EE | $4,473 | $2,498+79.1% | $3,583+24.8% | $3,022+48.0% |
| Admin fee / account holder | $102 | $493-79.3% | $4,880-97.9% | $592-82.8% |