Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 7-year trajectory for $4.99 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 Filed as: STANDCORP FINANCIAL GROUP Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $50,766 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,598 | $66,457-81.0% | $81,438-84.5% | $77,671-83.8% |
| Participation rate | 97.9% | 68.7%+29.1pp | 69.5%+28.4pp | 70.6%+27.3pp |
| Annual return | 21.45% | 15.93%+5.5pp | 24.74%-3.3pp | 31.21%-9.8pp |
| Employer contribution / active EE | $1,600 | $2,159-25.9% | $2,460-35.0% | $2,726-41.3% |
| Participant deferral / active EE | $2,800 | $3,679-23.9% | $3,883-27.9% | $4,648-39.8% |
| Admin fee / account holder | $134 | $583-77.0% | $5,764-97.7% | $430-68.8% |