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 GROUP11+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $72,593 |
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 | $102,073 | $65,241+56.5% | $126,539-19.3% | $85,563+19.3% |
| Participation rate | 43.7% | 48.6%-4.9pp | 69.8%-26.1pp | 66.0%-22.2pp |
| Annual return | 15.93% | 42.19%-26.3pp | 425.95%-410.0pp | 31.51%-15.6pp |
| Employer contribution / active EE | $1,798 | $1,937-7.2% | $3,674-51.1% | $2,654-32.2% |
| Participant deferral / active EE | $3,258 | $3,032+7.5% | $4,083-20.2% | $4,375-25.5% |
| Admin fee / account holder | $16 | $1,031-98.5% | $6,065-99.7% | $834-98.1% |