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 GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $269,330 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,804 | $113,293-79.9% | $67,502-66.2% | $199,593-88.6% |
| Participation rate | 94.1% | 73.3%+20.8pp | 72.9%+21.2pp | 72.0%+22.1pp |
| Annual return | 18.85% | 15.88%+3.0pp | 3512.12%-3493.3pp | 34.25%-15.4pp |
| Employer contribution / active EE | $682 | $3,401-79.9% | $2,731-75.0% | $3,034-77.5% |
| Participant deferral / active EE | $3,734 | $4,159-10.2% | $4,000-6.6% | $5,087-26.6% |
| Admin fee / account holder | $35 | $103-66.1% | $3,998-99.1% | $269-87.1% |