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 GROUP3+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $46,483 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $126,797 | $63,346+100.2% | $92,233+37.5% | $70,131+80.8% |
| Participation rate | 78.7% | 68.7%+10.0pp | 76.5%+2.2pp | 69.5%+9.1pp |
| Annual return | 13.48% | 530.12%-516.6pp | 176.28%-162.8pp | 73.14%-59.7pp |
| Employer contribution / active EE | $836 | $2,471-66.2% | $3,679-77.3% | $2,342-64.3% |
| Participant deferral / active EE | $3,866 | $2,854+35.5% | $3,897-0.8% | $3,332+16.0% |
| Admin fee / account holder | $382 | $3,840-90.1% | $5,194-92.7% | $4,645-91.8% |