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); Su... | $28,785 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,716 | $52,953-68.4% | $172,739-90.3% | $65,185-74.4% |
| Participation rate | 76.9% | 66.2%+10.7pp | 82.6%-5.8pp | 70.2%+6.7pp |
| Annual return | 5.03% | 30.12%-25.1pp | 802.84%-797.8pp | 29.38%-24.4pp |
| Employer contribution / active EE | $920 | $2,190-58.0% | $5,143-82.1% | $2,177-57.7% |
| Participant deferral / active EE | $1,613 | $2,471-34.7% | $5,198-69.0% | $3,514-54.1% |
| Admin fee / account holder | $182 | $472-61.4% | $13,954-98.7% | $847-78.5% |