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 Filed as: STANCORP FINANCIAL SERVICES Service code 19 | Securities Custodian | $51,280 |
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Direct paymen... | $17,341 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $125,483 | $86,655+44.8% | $119,609+4.9% | $66,914+87.5% |
| Participation rate | 93.7% | 75.6%+18.1pp | 79.3%+14.4pp | 69.8%+23.9pp |
| Annual return | -21.33% | -8.00%-13.3pp | -14.97%-6.4pp | 1.58%-22.9pp |
| Employer contribution / active EE | $2,908 | $2,536+14.7% | $4,232-31.3% | $2,544+14.3% |
| Participant deferral / active EE | $4,944 | $4,358+13.5% | $5,602-11.7% | $4,237+16.7% |
| Admin fee / account holder | $106 | $755-85.9% | $10,323-99.0% | $593-82.1% |