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 year Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $44,887 |
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 | $74,221 | $98,982-25.0% | $162,163-54.2% | $65,185+13.9% |
| Participation rate | 99.2% | 85.8%+13.4pp | 87.6%+11.6pp | 70.2%+29.0pp |
| Annual return | 19.62% | 24.84%-5.2pp | 115.59%-96.0pp | 29.38%-9.8pp |
| Employer contribution / active EE | $2,394 | $3,467-30.9% | $5,614-57.3% | $2,177+10.0% |
| Participant deferral / active EE | $3,763 | $5,384-30.1% | $7,298-48.4% | $3,514+7.1% |
| Admin fee / account holder | $5 | $596-99.1% | $10,843-100.0% | $847-99.4% |