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 | Recordkeeping and information managem... | $67,184 |
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 | $93,838 | $42,548+120.5% | $74,550+25.9% | $56,287+66.7% |
| Participation rate | 73.8% | 60.5%+13.3pp | 69.1%+4.6pp | 69.9%+3.9pp |
| Annual return | -2.75% | 12.40%-15.1pp | 32.53%-35.3pp | -9.96%+7.2pp |
| Employer contribution / active EE | $733 | $855-14.2% | $1,961-62.6% | $2,111-65.3% |
| Participant deferral / active EE | $2,948 | $2,277+29.5% | $3,108-5.1% | $3,350-12.0% |
| Admin fee / account holder | $60 | $467-87.1% | $5,060-98.8% | $521-88.5% |