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 | Recordkeeping and information managem... | $49,281 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,704 | $36,981+29.0% | $69,701-31.6% | $77,671-38.6% |
| Participation rate | 36.9% | 64.2%-27.3pp | 66.4%-29.5pp | 70.6%-33.7pp |
| Annual return | 14.80% | 29.30%-14.5pp | 100.32%-85.5pp | 31.21%-16.4pp |
| Employer contribution / active EE | $923 | $1,267-27.1% | $1,713-46.1% | $2,726-66.1% |
| Participant deferral / active EE | $1,745 | $2,750-36.6% | $2,887-39.6% | $4,648-62.5% |
| Admin fee / account holder | $63 | $511-87.6% | $4,717-98.7% | $430-85.3% |