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 GROUP8+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $48,318 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,063 | $71,883+54.5% | $86,677+28.1% | $68,494+62.1% |
| Participation rate | 67.3% | 72.2%-4.9pp | 76.6%-9.2pp | 67.9%-0.5pp |
| Annual return | -14.76% | 3.52%-18.3pp | 35.91%-50.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $2,400 | $2,173+10.5% | $2,836-15.4% | $2,596-7.5% |
| Participant deferral / active EE | $3,654 | $3,779-3.3% | $4,656-21.5% | $4,027-9.3% |
| Admin fee / account holder | $33 | $6,112-99.5% | $7,493-99.6% | $5,403-99.4% |