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... | $76,615 |
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 | $69,852 | $73,360-4.8% | $177,989-60.8% | $74,495-6.2% |
| Participation rate | 83.9% | 66.6%+17.3pp | 77.1%+6.8pp | 67.2%+16.7pp |
| Annual return | 13.30% | 17.49%-4.2pp | 294.48%-281.2pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $1,594 | $2,216-28.1% | $3,949-59.6% | $2,623-39.2% |
| Participant deferral / active EE | $6,275 | $4,513+39.0% | $6,2760% | $4,346+44.4% |
| Admin fee / account holder | $47 | $1,808-97.4% | $10,363-99.5% | $1,942-97.6% |