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 GROUP7 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $63,112 |
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 | $50,784 | $65,908-22.9% | $81,812-37.9% | $77,643-34.6% |
| Participation rate | 94.1% | 65.8%+28.3pp | 72.3%+21.8pp | 70.6%+23.5pp |
| Annual return | 19.85% | 26.64%-6.8pp | 773.79%-753.9pp | 31.24%-11.4pp |
| Employer contribution / active EE | $509 | $2,370-78.5% | $2,912-82.5% | $2,726-81.3% |
| Participant deferral / active EE | $3,883 | $3,505+10.8% | $4,319-10.1% | $4,647-16.5% |
| Admin fee / account holder | $33 | $526-93.8% | $7,386-99.6% | $430-92.4% |