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 Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $13,550 |
Employer contribution per participant 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 | $58,232 | $122,239-52.4% | $184,203-68.4% | $74,495-21.8% |
| Participation rate | 99.0% | 85.5%+13.5pp | 86.8%+12.2pp | 67.2%+31.8pp |
| Annual return | 15.26% | 19.95%-4.7pp | 28.81%-13.6pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $1,418 | $4,537-68.8% | $6,427-77.9% | $2,623-45.9% |
| Participant deferral / active EE | $11,201 | $7,139+56.9% | $9,131+22.7% | $4,346+157.7% |
| Admin fee / account holder | $84 | $1,260-93.3% | $13,901-99.4% | $1,942-95.7% |