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 7-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... | $13,288 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,348 | $82,664-40.3% | $125,339-60.6% | $68,494-28.0% |
| Participation rate | 46.8% | 75.0%-28.2pp | 82.4%-35.6pp | 67.9%-21.1pp |
| Annual return | -16.79% | -5.97%-10.8pp | 572.05%-588.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,319 | $3,381-61.0% | $4,814-72.6% | $2,596-49.2% |
| Participant deferral / active EE | $4,034 | $6,110-34.0% | $7,446-45.8% | $4,027+0.2% |
| Admin fee / account holder | $146 | $6,275-97.7% | $10,010-98.5% | $5,403-97.3% |