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 GROUP3 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $69,558 |
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 | $64,260 | $66,124-2.8% | $90,404-28.9% | $73,488-12.6% |
| Participation rate | 95.2% | 69.7%+25.6pp | 72.7%+22.6pp | 70.7%+24.6pp |
| Annual return | 20.27% | 17.65%+2.6pp | 1293.02%-1272.7pp | 28.51%-8.2pp |
| Employer contribution / active EE | $956 | $2,346-59.3% | $3,262-70.7% | $2,270-57.9% |
| Participant deferral / active EE | $3,249 | $3,039+6.9% | $3,963-18.0% | $3,740-13.1% |
| Admin fee / account holder | $18 | $396-95.4% | $5,611-99.7% | $513-96.4% |