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 SERVICES Service code 19 | Securities Custodian | $33,454 |
WITHUMSMITH+BROWN, PC1 year Filed as: FRENDEL, BROWN & WEISSMAN LLP Service code 10 · EIN 13-2907212 | Accounting | $15,000 |
STANCORP FINANCIAL GROUP7+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $13,890 |
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 | $168,416 | $93,182+80.7% | $146,665+14.8% | $79,386+112.1% |
| Participation rate | 90.4% | 76.4%+14.0pp | 80.1%+10.3pp | 70.7%+19.7pp |
| Annual return | 12.86% | 21.61%-8.7pp | 22.74%-9.9pp | 116.85%-104.0pp |
| Employer contribution / active EE | $2,339 | $2,420-3.3% | $4,136-43.5% | $2,427-3.7% |
| Participant deferral / active EE | $4,429 | $4,169+6.2% | $5,506-19.6% | $4,046+9.5% |
| Admin fee / account holder | $178 | $585-69.5% | $10,280-98.3% | $626-71.5% |