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 GROUP7+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $37,533 |
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 | $100,895 | $95,416+5.7% | $185,823-45.7% | $85,850+17.5% |
| Participation rate | 72.1% | 68.8%+3.4pp | 81.7%-9.6pp | 69.3%+2.8pp |
| Annual return | 15.66% | 23.59%-7.9pp | 122.05%-106.4pp | 318.53%-302.9pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,574 | $3,423+4.4% | $5,568-35.8% | $3,952-9.6% |
| Admin fee / account holder | $24 | $7,213-99.7% | $16,237-99.9% | $6,260-99.6% |