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... | $64,786 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,912 | $30,086+46.0% | $61,373-28.4% | $64,808-32.2% |
| Participation rate | 11.8% | 36.4%-24.6pp | 52.6%-40.8pp | 71.5%-59.7pp |
| Annual return | -16.40% | -13.99%-2.4pp | 338.61%-355.0pp | 32.82%-49.2pp |
| Employer contribution / active EE | $185 | $536-65.6% | $1,159-84.1% | $2,506-92.6% |
| Participant deferral / active EE | $526 | $1,126-53.3% | $2,125-75.3% | $4,310-87.8% |
| Admin fee / account holder | $86 | $148-42.2% | $2,130-96.0% | $188-54.4% |