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 GROUP6 years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $105,047 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,765 | $93,131+1.8% | $106,548-11.1% | $86,799+9.2% |
| Participation rate | 81.5% | 81.4%+0.1pp | 76.1%+5.4pp | 72.3%+9.2pp |
| Annual return | 15.13% | 19.45%-4.3pp | 26.80%-11.7pp | 97.91%-82.8pp |
| Employer contribution / active EE | $2,099 | $2,895-27.5% | $2,819-25.6% | $2,405-12.8% |
| Participant deferral / active EE | $3,773 | $4,708-19.9% | $4,398-14.2% | $4,131-8.7% |
| Admin fee / account holder | $27 | $145-81.1% | $7,407-99.6% | $170-83.8% |