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... | $93,616 |
Annual investment return 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 | $30,040 | $55,416-45.8% | $75,972-60.5% | $77,643-61.3% |
| Participation rate | 84.4% | 63.6%+20.8pp | 69.1%+15.3pp | 70.6%+13.8pp |
| Annual return | 10.86% | 17.07%-6.2pp | 359.55%-348.7pp | 31.24%-20.4pp |
| Employer contribution / active EE | $0 | $1,788-100.0% | $2,685-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,518 | $3,447-27.0% | $4,255-40.8% | $4,647-45.8% |
| Admin fee / account holder | $43 | $414-89.6% | $6,467-99.3% | $430-90.0% |