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 7-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 | Recordkeeping and information managem... | $19,615 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,256 | $79,700-77.1% | $153,432-88.1% | $74,546-75.5% |
| Participation rate | 80.0% | 69.8%+10.2pp | 77.1%+2.9pp | 67.2%+12.8pp |
| Annual return | 15.95% | 15.07%+0.9pp | 15.66%+0.3pp | 1366.03%-1350.1pp |
| Employer contribution / active EE | $0 | $4,016-100.0% | $5,038-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,125 | $5,315-60.0% | $6,757-68.6% | $4,347-51.1% |
| Admin fee / account holder | $100 | $1,790-94.4% | $12,725-99.2% | $1,944-94.9% |