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 | Direct payment from the plan; Custodi... | $28,766 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $84,597 | $73,867+14.5% | $143,757-41.2% | $68,494+23.5% |
| Participation rate | 75.4% | 66.7%+8.8pp | 80.3%-4.9pp | 67.9%+7.5pp |
| Annual return | -16.06% | 1.01%-17.1pp | -0.04%-16.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $225 | $3,184-92.9% | $4,951-95.4% | $2,596-91.3% |
| Participant deferral / active EE | $3,938 | $3,384+16.4% | $5,637-30.1% | $4,027-2.2% |
| Admin fee / account holder | $31 | $5,755-99.5% | $14,673-99.8% | $5,403-99.4% |