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 | Custodial (other than securities); Cl... | $134,958 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,798 | $58,644-32.1% | $178,014-77.6% | $199,768-80.1% |
| Participation rate | 24.5% | 65.5%-41.0pp | 77.1%-52.6pp | 72.0%-47.5pp |
| Annual return | 17.16% | 19.25%-2.1pp | 294.80%-277.6pp | 34.26%-17.1pp |
| Employer contribution / active EE | $739 | $1,801-59.0% | $3,950-81.3% | $3,037-75.7% |
| Participant deferral / active EE | $1,424 | $4,248-66.5% | $6,276-77.3% | $5,090-72.0% |
| Admin fee / account holder | $28 | $145-80.4% | $10,362-99.7% | $269-89.4% |