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 GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $12,162,930 |
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 | $64,732 | $82,972-22.0% | $103,374-37.4% | $77,671-16.7% |
| Participation rate | 98.7% | 71.5%+27.2pp | 74.5%+24.2pp | 70.6%+28.1pp |
| Annual return | 15.87% | 19.14%-3.3pp | 24.89%-9.0pp | 31.21%-15.3pp |
| Employer contribution / active EE | $2,777 | $3,554-21.9% | $3,869-28.2% | $2,726+1.9% |
| Participant deferral / active EE | $7,596 | $4,108+84.9% | $5,058+50.2% | $4,648+63.4% |
| Admin fee / account holder | $43 | $639-93.2% | $8,394-99.5% | $430-89.9% |