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 GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $25,242 |
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 | $40,524 | $101,724-60.2% | $164,813-75.4% | $80,856-49.9% |
| Participation rate | 86.0% | 71.8%+14.2pp | 78.6%+7.4pp | 67.6%+18.4pp |
| Annual return | 10.51% | 16.72%-6.2pp | 69.93%-59.4pp | 35.59%-25.1pp |
| Employer contribution / active EE | $1,162 | $2,953-60.6% | $4,341-73.2% | $2,755-57.8% |
| Participant deferral / active EE | $3,436 | $4,477-23.3% | $6,031-43.0% | $4,296-20.0% |
| Admin fee / account holder | $38 | $8,227-99.5% | $12,690-99.7% | $6,918-99.5% |