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 GROUP6 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $38,022 |
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 | $62,539 | $45,602+37.1% | $117,472-46.8% | $66,914-6.5% |
| Participation rate | 66.1% | 57.6%+8.4pp | 70.6%-4.5pp | 69.8%-3.7pp |
| Annual return | -17.95% | -16.74%-1.2pp | 29.74%-47.7pp | 1.58%-19.5pp |
| Employer contribution / active EE | $1,948 | $1,579+23.4% | $4,176-53.3% | $2,544-23.4% |
| Participant deferral / active EE | $4,327 | $2,845+52.1% | $4,070+6.3% | $4,237+2.1% |
| Admin fee / account holder | $27 | $661-95.9% | $5,645-99.5% | $593-95.5% |