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 | Direct payment from the plan; Recordk... | $71,538 |
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 | $98,544 | $58,778+67.7% | $129,207-23.7% | $77,643+26.9% |
| Participation rate | 49.6% | 59.2%-9.6pp | 69.6%-20.0pp | 70.6%-21.0pp |
| Annual return | 12.44% | 24.73%-12.3pp | 9417.33%-9404.9pp | 31.24%-18.8pp |
| Employer contribution / active EE | $2,226 | $1,952+14.0% | $4,153-46.4% | $2,726-18.3% |
| Participant deferral / active EE | $3,977 | $3,212+23.8% | $4,168-4.6% | $4,647-14.4% |
| Admin fee / account holder | $32 | $589-94.5% | $7,715-99.6% | $430-92.5% |