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 GROUP5+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $125,915 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,451 | $52,293-13.1% | $178,490-74.5% | $73,409-38.1% |
| Participation rate | 55.5% | 65.3%-9.9pp | 81.9%-26.5pp | 72.2%-16.7pp |
| Annual return | 4.63% | 34.75%-30.1pp | 151.07%-146.4pp | 59.29%-54.7pp |
| Employer contribution / active EE | $1,983 | $1,735+14.3% | $5,011-60.4% | $2,234-11.2% |
| Participant deferral / active EE | $2,154 | $2,332-7.6% | $5,202-58.6% | $3,805-43.4% |
| Admin fee / account holder | $19 | $127-85.4% | $13,984-99.9% | $158-88.2% |