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 GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $4,080 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,855 | $100,923+125.8% | $150,045+51.9% | $74,304+206.7% |
| Participation rate | 60.9% | 70.1%-9.2pp | 82.3%-21.4pp | 60.3%+0.6pp |
| Annual return | 13.04% | 51.77%-38.7pp | 62.55%-49.5pp | 29.43%-16.4pp |
| Employer contribution / active EE | $4,467 | $3,463+29.0% | $4,693-4.8% | $2,241+99.3% |
| Participant deferral / active EE | $8,972 | $6,709+33.7% | $7,997+12.2% | $3,767+138.1% |
| Admin fee / account holder | $28 | $2,767-99.0% | $13,435-99.8% | $2,969-99.1% |