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; Custodial (other t... | $59,937 |
Service code 27 · EIN 82-0759826 | Advisory (Plan) | $35,541 |
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 | $19,878 | $46,423-57.2% | $75,886-73.8% | $67,579-70.6% |
| Participation rate | 88.2% | 63.1%+25.1pp | 69.3%+18.9pp | 71.3%+16.9pp |
| Annual return | 20.73% | 32.29%-11.6pp | 30.76%-10.0pp | 378.56%-357.8pp |
| Employer contribution / active EE | $438 | $1,406-68.9% | $2,500-82.5% | $2,148-79.6% |
| Participant deferral / active EE | $3,796 | $2,564+48.1% | $3,603+5.4% | $3,539+7.3% |
| Admin fee / account holder | $109 | $132-17.5% | $5,418-98.0% | $142-23.6% |