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 GROUP9+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $122,766 |
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 | $233,044 | $76,670+204.0% | $96,683+141.0% | $71,457+226.1% |
| Participation rate | 95.7% | 66.6%+29.1pp | 74.3%+21.3pp | 67.9%+27.7pp |
| Annual return | 14.66% | 48.29%-33.6pp | 35.69%-21.0pp | 28.85%-14.2pp |
| Employer contribution / active EE | $8,377 | $3,031+176.3% | $3,737+124.2% | $2,588+223.7% |
| Participant deferral / active EE | $7,545 | $3,771+100.1% | $4,878+54.7% | $4,289+75.9% |
| Admin fee / account holder | $959 | $2,028-52.7% | $6,730-85.7% | $1,587-39.6% |