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 GROUP9+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $5,876 |
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 | $53,888 | $26,114+106.4% | $58,482-7.9% | $74,419-27.6% |
| Participation rate | 12.2% | 32.1%-19.9pp | 50.9%-38.7pp | 70.7%-58.5pp |
| Annual return | 20.09% | 32.51%-12.4pp | 4239.32%-4219.2pp | 34.38%-14.3pp |
| Employer contribution / active EE | $192 | $536-64.1% | $1,053-81.7% | $2,637-92.7% |
| Participant deferral / active EE | $512 | $1,075-52.4% | $1,924-73.4% | $4,528-88.7% |
| Admin fee / account holder | $47 | $649-92.8% | $2,516-98.1% | $348-86.5% |