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 Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $24,751 |
Service code 27 · EIN 27-2388726 | Advisory (Plan) | $13,565 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $37,730 | $106,028-64.4% | $146,958-74.3% | $77,643-51.4% |
| Participation rate | 6.5% | 78.4%-71.9pp | 82.2%-75.7pp | 70.6%-64.1pp |
| Annual return | 14.89% | 56.73%-41.8pp | 418.34%-403.4pp | 31.24%-16.3pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $333 | $7,990-95.8% | $8,070-95.9% | $4,647-92.8% |
| Admin fee / account holder | $177 | $337-47.6% | $12,998-98.6% | $430-58.9% |