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... | $67,950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,721 | $39,286+46.9% | $80,716-28.5% | $79,386-27.3% |
| Participation rate | 68.0% | 41.0%+27.1pp | 54.2%+13.9pp | 70.7%-2.7pp |
| Annual return | 13.05% | 98.95%-85.9pp | 87.28%-74.2pp | 116.85%-103.8pp |
| Employer contribution / active EE | $1,886 | $594+217.6% | $1,160+62.6% | $2,427-22.3% |
| Participant deferral / active EE | $3,646 | $1,264+188.5% | $2,146+69.9% | $4,046-9.9% |
| Admin fee / account holder | $276 | $647-57.3% | $3,380-91.8% | $626-55.9% |