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); Re... | $121,046 |
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 | $102,304 | $59,417+72.2% | $93,606+9.3% | $74,495+37.3% |
| Participation rate | 76.8% | 59.7%+17.2pp | 68.7%+8.1pp | 67.2%+9.6pp |
| Annual return | 14.18% | 81.83%-67.7pp | 133.20%-119.0pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $1,902 | $1,264+50.5% | $2,420-21.4% | $2,623-27.5% |
| Participant deferral / active EE | $6,507 | $3,050+113.3% | $4,411+47.5% | $4,346+49.7% |
| Admin fee / account holder | $36 | $3,021-98.8% | $8,285-99.6% | $1,942-98.1% |