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 GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $50,422 |
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 | $83,327 | $136,307-38.9% | $177,821-53.1% | $73,488+13.4% |
| Participation rate | 96.9% | 86.1%+10.8pp | 87.7%+9.2pp | 70.7%+26.2pp |
| Annual return | 13.61% | 18.68%-5.1pp | 48.32%-34.7pp | 28.51%-14.9pp |
| Employer contribution / active EE | $2,386 | $3,712-35.7% | $5,918-59.7% | $2,270+5.1% |
| Participant deferral / active EE | $4,006 | $5,829-31.3% | $7,714-48.1% | $3,740+7.1% |
| Admin fee / account holder | $7 | $596-98.8% | $12,427-99.9% | $513-98.6% |