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 93-1253576 | Custodial (other than securities); Re... | $76,775 |
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.
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 | $177,088 | $66,601+165.9% | $92,893+90.6% | $67,579+162.0% |
| Participation rate | 66.3% | 72.5%-6.2pp | 76.0%-9.7pp | 71.3%-5.0pp |
| Annual return | 7.56% | 92.58%-85.0pp | 109.41%-101.9pp | 378.56%-371.0pp |
| Employer contribution / active EE | $5,345 | $2,775+92.6% | $3,653+46.3% | $2,148+148.9% |
| Participant deferral / active EE | $6,383 | $3,157+102.2% | $4,236+50.7% | $3,539+80.3% |
| Admin fee / account holder | $20 | $199-90.0% | $5,794-99.7% | $142-86.0% |