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 GROUP10+ years Service code 12 · EIN 93-1253576 | Claims processing; Sub-transfer agenc... | $53,272 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,535 | $122,239+32.1% | $184,200-12.3% | $74,546+116.7% |
| Participation rate | 88.5% | 85.5%+3.0pp | 86.8%+1.7pp | 67.2%+21.3pp |
| Annual return | 13.94% | 19.95%-6.0pp | 28.80%-14.9pp | 1366.03%-1352.1pp |
| Employer contribution / active EE | $5,688 | $4,537+25.4% | $6,424-11.5% | $2,624+116.7% |
| Participant deferral / active EE | $5,055 | $7,139-29.2% | $9,132-44.6% | $4,347+16.3% |
| Admin fee / account holder | $308 | $1,260-75.5% | $13,907-97.8% | $1,944-84.1% |