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... | $39,420 |
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 | $87,975 | $84,936+3.6% | $111,297-21.0% | $79,386+10.8% |
| Participation rate | 57.5% | 75.9%-18.4pp | 77.3%-19.8pp | 70.7%-13.2pp |
| Annual return | 15.61% | 17.45%-1.8pp | 54.65%-39.0pp | 116.85%-101.2pp |
| Employer contribution / active EE | $663 | $1,979-66.5% | $2,731-75.7% | $2,427-72.7% |
| Participant deferral / active EE | $2,144 | $3,888-44.9% | $4,487-52.2% | $4,046-47.0% |
| Admin fee / account holder | $10 | $537-98.1% | $7,964-99.9% | $626-98.3% |