Filed April 30, 2025
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 GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $19,489 |
Employer 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,390 | $78,483-62.6% | $106,201-72.3% | $74,546-60.6% |
| Participation rate | 94.2% | 72.8%+21.4pp | 75.3%+18.9pp | 67.2%+27.0pp |
| Annual return | 12.33% | 15.94%-3.6pp | 116.26%-103.9pp | 1366.03%-1353.7pp |
| Employer contribution / active EE | $393 | $2,522-84.4% | $3,170-87.6% | $2,624-85.0% |
| Participant deferral / active EE | $3,908 | $4,320-9.5% | $5,012-22.0% | $4,347-10.1% |
| Admin fee / account holder | $139 | $2,236-93.8% | $11,039-98.7% | $1,944-92.8% |