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 GROUP6 years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Custodial (... | $37,770 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,681 | $47,126-26.4% | $149,673-76.8% | $74,419-53.4% |
| Participation rate | 52.3% | 63.4%-11.1pp | 78.8%-26.4pp | 70.7%-18.4pp |
| Annual return | 12.93% | 22.75%-9.8pp | 134.42%-121.5pp | 34.38%-21.4pp |
| Employer contribution / active EE | $2,378 | $1,905+24.8% | $4,818-50.6% | $2,637-9.8% |
| Participant deferral / active EE | $1,681 | $2,728-38.4% | $5,680-70.4% | $4,528-62.9% |
| Admin fee / account holder | $129 | $343-62.3% | $13,210-99.0% | $348-62.8% |