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 GROUP7 years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $98,999 |
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 | $73,121 | $81,908-10.7% | $90,749-19.4% | $64,808+12.8% |
| Participation rate | 83.9% | 80.5%+3.4pp | 75.7%+8.2pp | 71.5%+12.4pp |
| Annual return | -17.20% | -12.53%-4.7pp | -12.16%-5.0pp | 32.82%-50.0pp |
| Employer contribution / active EE | $2,449 | $3,065-20.1% | $2,921-16.2% | $2,506-2.3% |
| Participant deferral / active EE | $3,974 | $4,840-17.9% | $4,564-12.9% | $4,310-7.8% |
| Admin fee / account holder | $33 | $157-78.7% | $8,445-99.6% | $188-82.2% |