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 GROUP4+ years Service code 12 · EIN 35-1253576 | Recordkeeping and information managem... | $79,551 |
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 | $54,214 | $80,005-32.2% | $140,016-61.3% | $55,725-2.7% |
| Participation rate | 98.9% | 87.0%+11.9pp | 87.5%+11.4pp | 70.9%+28.0pp |
| Annual return | -3.48% | 0.46%-3.9pp | 651.12%-654.6pp | 244.93%-248.4pp |
| Employer contribution / active EE | $2,975 | $3,403-12.6% | $5,606-46.9% | $2,078+43.1% |
| Participant deferral / active EE | $3,316 | $5,264-37.0% | $6,927-52.1% | $3,356-1.2% |
| Admin fee / account holder | $101 | $116-12.4% | $10,705-99.1% | $115-12.1% |