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 GROUP8+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Recordkeeping... | $70,343 |
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 | $47,448 | $26,549+78.7% | $61,373-22.7% | $66,914-29.1% |
| Participation rate | 97.0% | 38.1%+58.9pp | 52.6%+44.5pp | 69.8%+27.2pp |
| Annual return | -17.16% | -16.21%-0.9pp | 338.61%-355.8pp | 1.58%-18.7pp |
| Employer contribution / active EE | $2,546 | $651+290.8% | $1,159+119.6% | $2,544+0.1% |
| Participant deferral / active EE | $5,633 | $1,338+320.9% | $2,125+165.1% | $4,237+32.9% |
| Admin fee / account holder | $268 | $409-34.4% | $2,130-87.4% | $593-54.8% |