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 GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $49,850 |
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 | $70,944 | $89,808-21.0% | $100,391-29.3% | $77,643-8.6% |
| Participation rate | 85.4% | 81.2%+4.2pp | 81.5%+3.9pp | 70.6%+14.8pp |
| Annual return | 31.89% | 20.62%+11.3pp | 49.20%-17.3pp | 31.24%+0.6pp |
| Employer contribution / active EE | $6,468 | $3,039+112.8% | $3,942+64.1% | $2,726+137.3% |
| Participant deferral / active EE | $13,554 | $8,284+63.6% | $8,082+67.7% | $4,647+191.7% |
| Admin fee / account holder | $47 | $174-72.9% | $7,899-99.4% | $430-89.0% |