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 GROUP2 years Service code 12 · EIN 93-1253576 110 SW SIXTH AVE · PORTLAND, OR 97204 | Recordkeeping and information managem... | $25,546 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,017 | $49,915-55.9% | $154,803-85.8% | $74,304-70.4% |
| Participation rate | 57.3% | 54.0%+3.3pp | 78.1%-20.8pp | 60.3%-3.1pp |
| Annual return | 19.67% | 34.06%-14.4pp | 58.88%-39.2pp | 29.43%-9.8pp |
| Employer contribution / active EE | $1,414 | $1,611-12.2% | $4,305-67.2% | $2,241-36.9% |
| Participant deferral / active EE | $1,040 | $2,255-53.9% | $5,540-81.2% | $3,767-72.4% |
| Admin fee / account holder | $209 | $2,189-90.4% | $14,329-98.5% | $2,969-92.9% |