Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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); Cl... | $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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,236 | $45,343-81.8% | $150,298-94.5% | $67,986-87.9% |
| Participation rate | 59.4% | 51.9%+7.6pp | 77.8%-18.3pp | 57.2%+2.2pp |
| Annual return | 10.07% | 33.28%-23.2pp | 62.79%-52.7pp | 31.67%-21.6pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $834 | $2,055-59.4% | $5,453-84.7% | $3,358-75.2% |
| Admin fee / account holder | $99 | $2,250-95.6% | $14,116-99.3% | $3,203-96.9% |