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); Re... | $46,388 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,122 | $75,284-32.1% | $91,001-43.8% | $69,631-26.6% |
| Participation rate | 93.2% | 80.4%+12.8pp | 75.6%+17.6pp | 70.7%+22.5pp |
| Annual return | 16.94% | 48.40%-31.5pp | 4.60%+12.3pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $1,275 | $2,473-48.4% | $2,456-48.1% | $2,032-37.3% |
| Participant deferral / active EE | $2,754 | $3,700-25.6% | $3,547-22.4% | $3,224-14.6% |
| Admin fee / account holder | $7 | $111-93.3% | $5,417-99.9% | $110-93.2% |