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... | $79,038 |
SAGE ADVISORY SERVICES1 year Filed as: SAGE VIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $39,062 |
Employer contribution per participant 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 | $34,139 | $81,537-58.1% | $149,718-77.2% | $69,631-51.0% |
| Participation rate | 92.4% | 86.1%+6.3pp | 87.1%+5.3pp | 70.7%+21.7pp |
| Annual return | 16.35% | 22.79%-6.4pp | 1501.63%-1485.3pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $499 | $3,239-84.6% | $5,445-90.8% | $2,032-75.4% |
| Participant deferral / active EE | $4,155 | $4,994-16.8% | $6,569-36.7% | $3,224+28.9% |
| Admin fee / account holder | $64 | $107-39.7% | $11,283-99.4% | $110-41.6% |