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... | $54,217 |
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 | $247,915 | $65,376+279.2% | $87,100+184.6% | $65,185+280.3% |
| Participation rate | 95.1% | 75.3%+19.8pp | 76.9%+18.2pp | 70.2%+24.9pp |
| Annual return | 20.95% | 31.27%-10.3pp | 28.19%-7.2pp | 29.38%-8.4pp |
| Employer contribution / active EE | $8,433 | $1,822+362.7% | $2,521+234.5% | $2,177+287.4% |
| Participant deferral / active EE | $6,035 | $3,388+78.1% | $4,049+49.1% | $3,514+71.7% |
| Admin fee / account holder | $28 | $520-94.7% | $7,497-99.6% | $847-96.7% |