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 8-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 GROUP4 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $13,949 |
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 | $70,286 | $46,464+51.3% | $150,298-53.2% | $79,634-11.7% |
| Participation rate | 81.2% | 57.0%+24.3pp | 77.8%+3.5pp | 62.5%+18.7pp |
| Annual return | 13.73% | 27.89%-14.2pp | 62.79%-49.1pp | 36.46%-22.7pp |
| Employer contribution / active EE | $1,139 | $1,512-24.7% | $4,154-72.6% | $2,529-55.0% |
| Participant deferral / active EE | $3,891 | $2,157+80.4% | $5,453-28.6% | $3,835+1.5% |
| Admin fee / account holder | $25 | $891-97.2% | $14,116-99.8% | $1,002-97.6% |