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... | $56,010 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,056 | $71,666-66.4% | $117,854-79.6% | $69,631-65.5% |
| Participation rate | 97.2% | 77.5%+19.6pp | 79.7%+17.5pp | 70.7%+26.5pp |
| Annual return | 21.89% | 18.86%+3.0pp | 335.08%-313.2pp | 27571.02%-27549.1pp |
| Employer contribution / active EE | $4,179 | $1,889+121.2% | $3,786+10.4% | $2,032+105.6% |
| Participant deferral / active EE | $2,868 | $3,340-14.1% | $4,482-36.0% | $3,224-11.0% |
| Admin fee / account holder | $50 | $120-58.4% | $8,020-99.4% | $110-54.6% |