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 | Claims processing; Recordkeeping and ... | $93,065 |
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 | $184,745 | $91,517+101.9% | $101,248+82.5% | $73,409+151.7% |
| Participation rate | 73.3% | 73.8%-0.5pp | 75.8%-2.5pp | 72.2%+1.1pp |
| Annual return | 4.67% | 17.17%-12.5pp | 46.47%-41.8pp | 59.29%-54.6pp |
| Employer contribution / active EE | $6,424 | $2,877+123.3% | $3,660+75.5% | $2,234+187.6% |
| Participant deferral / active EE | $7,707 | $3,338+130.9% | $4,370+76.4% | $3,805+102.5% |
| Admin fee / account holder | $32 | $216-85.2% | $5,945-99.5% | $158-79.7% |