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 GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $22,912 |
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 | $204,442 | $101,499+101.4% | $147,005+39.1% | $74,546+174.2% |
| Participation rate | 57.8% | 75.5%-17.7pp | 82.2%-24.4pp | 67.2%-9.4pp |
| Annual return | 14.24% | 8732.34%-8718.1pp | 418.76%-404.5pp | 1366.03%-1351.8pp |
| Employer contribution / active EE | $2,485 | $3,811-34.8% | $4,934-49.6% | $2,624-5.3% |
| Participant deferral / active EE | $5,389 | $7,304-26.2% | $8,070-33.2% | $4,347+24.0% |
| Admin fee / account holder | $36 | $1,748-97.9% | $13,006-99.7% | $1,944-98.1% |