Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $92,796 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,158 | $88,982-13.3% | $102,438-24.7% | $77,671-0.7% |
| Participation rate | 94.0% | 80.9%+13.1pp | 76.5%+17.5pp | 70.6%+23.4pp |
| Annual return | 34.39% | 25.01%+9.4pp | 29.37%+5.0pp | 31.21%+3.2pp |
| Employer contribution / active EE | $2,857 | $2,698+5.9% | $3,024-5.5% | $2,726+4.8% |
| Participant deferral / active EE | $5,983 | $5,144+16.3% | $5,054+18.4% | $4,648+28.7% |
| Admin fee / account holder | $29 | $236-87.8% | $9,448-99.7% | $430-93.3% |