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 GROUP5+ years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $3,940 |
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 | $86,711 | $86,332+0.4% | $125,175-30.7% | $65,185+33.0% |
| Participation rate | 85.2% | 75.3%+9.9pp | 79.8%+5.4pp | 70.2%+15.0pp |
| Annual return | 20.94% | 27.43%-6.5pp | 43.79%-22.9pp | 29.38%-8.4pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,865-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,324 | $3,537+22.2% | $4,937-12.4% | $3,514+23.1% |
| Admin fee / account holder | $43 | $609-92.9% | $9,702-99.6% | $847-94.9% |