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 GROUP10+ years Filed as: STANCORP FINANCIAL SERVICES Service code 12 · EIN 93-1253576 | Custodial (securities); Claims proces... | $43,296 |
TRIAD ADVISORS INC10+ years Filed as: TRIAD ADVISORS Service code 27 · EIN 65-0173164 | Advisory (Plan) | $21,335 |
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 | $51,782 | $50,815+1.9% | $155,509-66.7% | $77,643-33.3% |
| Participation rate | 48.4% | 63.1%-14.7pp | 78.2%-29.8pp | 70.6%-22.2pp |
| Annual return | 15.79% | 34.80%-19.0pp | 64.67%-48.9pp | 31.24%-15.4pp |
| Employer contribution / active EE | $556 | $1,993-72.1% | $4,672-88.1% | $2,726-79.6% |
| Participant deferral / active EE | $2,702 | $2,822-4.3% | $5,626-52.0% | $4,647-41.9% |
| Admin fee / account holder | $287 | $437-34.4% | $15,912-98.2% | $430-33.4% |