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+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $150,351 |
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 | $52,970 | $81,321-34.9% | $68,509-22.7% | $59,188-10.5% |
| Participation rate | 95.6% | 83.8%+11.7pp | 74.7%+20.8pp | 69.4%+26.1pp |
| Annual return | 1.96% | 4.65%-2.7pp | 8.27%-6.3pp | 5.51%-3.6pp |
| Employer contribution / active EE | $1,936 | $3,297-41.3% | $2,278-15.0% | $2,098-7.7% |
| Participant deferral / active EE | $3,944 | $4,592-14.1% | $3,382+16.6% | $3,265+20.8% |
| Admin fee / account holder | $40 | $62-35.4% | $5,275-99.2% | $92-56.8% |