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 (other than securities); Cu... | $60,543 |
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 | $85,675 | $106,110-19.3% | $147,005-41.7% | $77,671+10.3% |
| Participation rate | 75.5% | 78.4%-2.9pp | 82.2%-6.7pp | 70.6%+4.9pp |
| Annual return | 22.71% | 56.77%-34.1pp | 418.76%-396.1pp | 31.21%-8.5pp |
| Employer contribution / active EE | $4,970 | $4,065+22.3% | $4,934+0.7% | $2,726+82.3% |
| Participant deferral / active EE | $13,114 | $7,992+64.1% | $8,070+62.5% | $4,648+182.1% |
| Admin fee / account holder | $53 | $338-84.4% | $13,006-99.6% | $430-87.8% |