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 | Sub-transfer agency fees; Recordkeepi... | $40,426 |
Service code 27 · EIN 46-1665391 | Advisory (Plan) | $15,389 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,555 | $65,435+20.1% | $86,677-9.4% | $66,914+17.4% |
| Participation rate | 63.5% | 75.5%-12.0pp | 76.6%-13.1pp | 69.8%-6.3pp |
| Annual return | -17.32% | -10.89%-6.4pp | 35.91%-53.2pp | 1.58%-18.9pp |
| Employer contribution / active EE | $0 | $2,153-100.0% | $2,836-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,333 | $4,100-67.5% | $4,656-71.4% | $4,237-68.5% |
| Admin fee / account holder | $573 | $642-10.7% | $7,493-92.4% | $593-3.5% |