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 GROUP8+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $40,393 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,132 | $65,435+5.6% | $86,677-20.2% | $66,914+3.3% |
| Participation rate | 57.7% | 75.5%-17.7pp | 76.6%-18.8pp | 69.8%-12.1pp |
| Annual return | -15.30% | -10.89%-4.4pp | 35.91%-51.2pp | 1.58%-16.9pp |
| Employer contribution / active EE | $682 | $2,153-68.3% | $2,836-76.0% | $2,544-73.2% |
| Participant deferral / active EE | $2,277 | $4,100-44.5% | $4,656-51.1% | $4,237-46.3% |
| Admin fee / account holder | $45 | $642-93.0% | $7,493-99.4% | $593-92.4% |