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 4-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 | Claims processing; Recordkeeping and ... | $93,816 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,605 | $62,624-68.7% | $177,989-89.0% | $77,643-74.8% |
| Participation rate | 94.5% | 66.8%+27.7pp | 77.1%+17.4pp | 70.6%+23.9pp |
| Annual return | 30.84% | 16.16%+14.7pp | 294.48%-263.6pp | 31.24%-0.4pp |
| Employer contribution / active EE | $2,109 | $1,909+10.5% | $3,949-46.6% | $2,726-22.6% |
| Participant deferral / active EE | $4,741 | $4,219+12.4% | $6,276-24.5% | $4,647+2.0% |
| Admin fee / account holder | $28 | $386-92.7% | $10,363-99.7% | $430-93.5% |