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 | Distribution (12b-1) fees; Recordkeep... | $22,166 |
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 | $26,447 | $65,263-59.5% | $90,223-70.7% | $55,191-52.1% |
| Participation rate | 98.5% | 79.0%+19.5pp | 79.0%+19.5pp | 69.2%+29.4pp |
| Annual return | 1.04% | 2.81%-1.8pp | 1.31%-0.3pp | 10.78%-9.7pp |
| Employer contribution / active EE | $3,082 | $4,153-25.8% | $4,378-29.6% | $1,899+62.3% |
| Participant deferral / active EE | $5,679 | $5,564+2.1% | $5,792-2.0% | $3,046+86.4% |
| Admin fee / account holder | $31 | $116-72.9% | $7,406-99.6% | $91-65.3% |