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 | Claims processing; Custodial (other t... | $154,932 |
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 | $58,168 | $74,024-21.4% | $77,999-25.4% | $57,658+0.9% |
| Participation rate | 92.1% | 79.7%+12.3pp | 75.5%+16.6pp | 70.2%+21.9pp |
| Annual return | -23.42% | 12.14%-35.6pp | 425.96%-449.4pp | 5.13%-28.6pp |
| Employer contribution / active EE | $1,635 | $2,365-30.9% | $2,470-33.8% | $1,974-17.2% |
| Participant deferral / active EE | $5,077 | $3,533+43.7% | $3,497+45.2% | $3,061+65.9% |
| Admin fee / account holder | $70 | $93-24.6% | $5,480-98.7% | $95-25.7% |