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 9-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 | Recordkeeping and information managem... | $61,999 |
Annual investment return 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 | $53,509 | $79,171-32.4% | $102,423-47.8% | $74,495-28.2% |
| Participation rate | 92.9% | 74.8%+18.1pp | 76.5%+16.4pp | 67.2%+25.7pp |
| Annual return | -12.15% | 54.93%-67.1pp | 29.32%-41.5pp | 1364.94%-1377.1pp |
| Employer contribution / active EE | $1,663 | $2,362-29.6% | $3,023-45.0% | $2,623-36.6% |
| Participant deferral / active EE | $3,980 | $4,415-9.8% | $5,053-21.2% | $4,346-8.4% |
| Admin fee / account holder | $76 | $2,001-96.2% | $9,451-99.2% | $1,942-96.1% |