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 | Recordkeeping and information managem... | $64,357 |
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 | $40,767 | $66,457-38.7% | $81,382-49.9% | $77,643-47.5% |
| Participation rate | 28.9% | 68.7%-39.8pp | 69.5%-40.6pp | 70.6%-41.7pp |
| Annual return | 15.44% | 15.93%-0.5pp | 24.73%-9.3pp | 31.24%-15.8pp |
| Employer contribution / active EE | $758 | $2,159-64.9% | $2,463-69.2% | $2,726-72.2% |
| Participant deferral / active EE | $1,368 | $3,679-62.8% | $3,883-64.8% | $4,647-70.6% |
| Admin fee / account holder | $22 | $583-96.2% | $5,768-99.6% | $430-94.8% |