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; Custodi... | $13,933 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $535,828 | $55,416+866.9% | $75,972+605.3% | $77,643+590.1% |
| Participation rate | 59.6% | 63.6%-3.9pp | 69.1%-9.4pp | 70.6%-10.9pp |
| Annual return | 19.43% | 17.07%+2.4pp | 359.55%-340.1pp | 31.24%-11.8pp |
| Employer contribution / active EE | $11,905 | $1,788+566.0% | $2,685+343.4% | $2,726+336.7% |
| Participant deferral / active EE | $7,485 | $3,447+117.1% | $4,255+75.9% | $4,647+61.1% |
| Admin fee / account holder | $52 | $414-87.5% | $6,467-99.2% | $430-88.0% |