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 GROUP8+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $45,084 |
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 | $15,825 | $61,272-74.2% | $149,673-89.4% | $71,457-77.9% |
| Participation rate | 80.9% | 62.5%+18.4pp | 78.8%+2.1pp | 67.9%+13.0pp |
| Annual return | 11.36% | 35.85%-24.5pp | 134.42%-123.1pp | 28.85%-17.5pp |
| Employer contribution / active EE | $1,093 | $2,378-54.1% | $4,818-77.3% | $2,588-57.8% |
| Participant deferral / active EE | $1,919 | $2,917-34.2% | $5,680-66.2% | $4,289-55.3% |
| Admin fee / account holder | $154 | $1,261-87.8% | $13,210-98.8% | $1,587-90.3% |