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 4-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 | Claims processing; Custodial (other t... | $21,418 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $6,386 |
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 | $45,680 | $46,292-1.3% | $143,757-68.2% | $64,808-29.5% |
| Participation rate | 88.9% | 64.2%+24.7pp | 80.3%+8.6pp | 71.5%+17.4pp |
| Annual return | -7.35% | -10.05%+2.7pp | -0.04%-7.3pp | 32.82%-40.2pp |
| Employer contribution / active EE | $1,757 | $1,910-8.0% | $4,951-64.5% | $2,506-29.9% |
| Participant deferral / active EE | $3,010 | $2,646+13.8% | $5,637-46.6% | $4,310-30.2% |
| Admin fee / account holder | $105 | $154-31.9% | $14,673-99.3% | $188-44.2% |