Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $9,498 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,689 | $101,499+35.7% | $147,005-6.3% | $74,546+84.7% |
| Participation rate | 99.0% | 75.5%+23.5pp | 82.2%+16.8pp | 67.2%+31.8pp |
| Annual return | 14.90% | 8732.34%-8717.4pp | 418.76%-403.9pp | 1366.03%-1351.1pp |
| Employer contribution / active EE | $3,044 | $3,811-20.1% | $4,934-38.3% | $2,624+16.0% |
| Participant deferral / active EE | $9,270 | $7,304+26.9% | $8,070+14.9% | $4,347+113.2% |
| Admin fee / account holder | $6 | $1,748-99.7% | $13,006-100.0% | $1,944-99.7% |