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 GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $165,903 |
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 | $141,517 | $106,028+33.5% | $146,958-3.7% | $77,643+82.3% |
| Participation rate | 99.2% | 78.4%+20.8pp | 82.2%+17.0pp | 70.6%+28.6pp |
| Annual return | 27.09% | 56.73%-29.6pp | 418.34%-391.2pp | 31.24%-4.1pp |
| Employer contribution / active EE | $18,194 | $4,063+347.8% | $4,933+268.8% | $2,726+567.5% |
| Participant deferral / active EE | $20,546 | $7,990+157.1% | $8,070+154.6% | $4,647+342.1% |
| Admin fee / account holder | $37 | $337-88.9% | $12,998-99.7% | $430-91.3% |