Filed September 15, 2026 (most recent of 4 filings on file)
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); Di... | $52,725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,528 | $79,523-33.9% | $140,016-62.5% | $56,287-6.7% |
| Participation rate | 67.6% | 85.7%-18.1pp | 87.5%-19.9pp | 69.9%-2.2pp |
| Annual return | -3.93% | 2.39%-6.3pp | 651.12%-655.1pp | -9.96%+6.0pp |
| Employer contribution / active EE | $1,982 | $3,350-40.8% | $5,606-64.6% | $2,111-6.1% |
| Participant deferral / active EE | $2,553 | $5,129-50.2% | $6,927-63.1% | $3,350-23.8% |
| Admin fee / account holder | $132 | $614-78.5% | $10,705-98.8% | $521-74.6% |