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 GROUP6 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $59,402 |
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 | $67,259 | $59,159+13.7% | $159,960-58.0% | $66,914+0.5% |
| Participation rate | 77.7% | 68.1%+9.6pp | 78.0%-0.3pp | 69.8%+7.9pp |
| Annual return | -16.06% | -12.26%-3.8pp | 408.60%-424.7pp | 1.58%-17.6pp |
| Employer contribution / active EE | $1,346 | $1,983-32.1% | $4,226-68.1% | $2,544-47.1% |
| Participant deferral / active EE | $7,089 | $4,395+61.3% | $6,182+14.7% | $4,237+67.3% |
| Admin fee / account holder | $82 | $591-86.1% | $8,698-99.1% | $593-86.2% |