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 GROUP8+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $71,634 |
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 | $76,242 | $45,602+67.2% | $117,472-35.1% | $66,914+13.9% |
| Participation rate | 53.9% | 57.6%-3.7pp | 70.6%-16.7pp | 69.8%-15.9pp |
| Annual return | -17.21% | -16.74%-0.5pp | 29.74%-46.9pp | 1.58%-18.8pp |
| Employer contribution / active EE | $2,123 | $1,579+34.5% | $4,176-49.2% | $2,544-16.6% |
| Participant deferral / active EE | $3,724 | $2,845+30.9% | $4,070-8.5% | $4,237-12.1% |
| Admin fee / account holder | $30 | $661-95.5% | $5,645-99.5% | $593-95.0% |