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... | $59,967 |
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 | $54,556 | $59,263-7.9% | $96,562-43.5% | $79,386-31.3% |
| Participation rate | 91.9% | 61.9%+30.0pp | 69.8%+22.1pp | 70.7%+21.2pp |
| Annual return | 13.59% | 27.07%-13.5pp | 37.78%-24.2pp | 116.85%-103.3pp |
| Employer contribution / active EE | $2,036 | $1,216+67.5% | $2,356-13.6% | $2,427-16.1% |
| Participant deferral / active EE | $2,279 | $2,948-22.7% | $3,849-40.8% | $4,046-43.7% |
| Admin fee / account holder | $20 | $658-97.0% | $6,181-99.7% | $626-96.8% |