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 GROUP5 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $62,143 |
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 | $51,739 | $51,197+1.1% | $82,719-37.5% | $66,914-22.7% |
| Participation rate | 97.8% | 67.8%+30.0pp | 72.6%+25.2pp | 69.8%+28.0pp |
| Annual return | -15.38% | -9.64%-5.7pp | 701.18%-716.6pp | 1.58%-17.0pp |
| Employer contribution / active EE | $316 | $2,611-87.9% | $3,009-89.5% | $2,544-87.6% |
| Participant deferral / active EE | $3,620 | $3,458+4.7% | $4,395-17.6% | $4,237-14.6% |
| Admin fee / account holder | $29 | $416-92.9% | $5,329-99.4% | $593-95.1% |