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 GROUP3 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $22,270 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $8,236 | $49,915-83.5% | $154,803-94.7% | $74,304-88.9% |
| Participation rate | 59.4% | 54.0%+5.5pp | 78.1%-18.6pp | 60.3%-0.9pp |
| Annual return | 10.07% | 34.06%-24.0pp | 58.88%-48.8pp | 29.43%-19.4pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $834 | $2,255-63.0% | $5,540-84.9% | $3,767-77.9% |
| Admin fee / account holder | $99 | $2,189-95.5% | $14,329-99.3% | $2,969-96.7% |