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 GROUP7+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $68,011 |
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 | $100,605 | $61,052+64.8% | $142,863-29.6% | $79,386+26.7% |
| Participation rate | 53.1% | 60.1%-7.0pp | 71.9%-18.8pp | 70.7%-17.6pp |
| Annual return | 14.51% | 16.02%-1.5pp | 5637.54%-5623.0pp | 116.85%-102.3pp |
| Employer contribution / active EE | $1,818 | $1,481+22.8% | $4,144-56.1% | $2,427-25.1% |
| Participant deferral / active EE | $3,470 | $2,879+20.5% | $3,837-9.6% | $4,046-14.2% |
| Admin fee / account holder | $34 | $659-94.8% | $6,560-99.5% | $626-94.6% |