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 5-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 GROUP3+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $37,831 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,133 | $54,350-35.4% | $82,719-57.5% | $68,494-48.7% |
| Participation rate | 68.5% | 63.9%+4.6pp | 72.6%-4.1pp | 67.9%+0.6pp |
| Annual return | -13.62% | -13.67%+0.1pp | 701.18%-714.8pp | -7.84%-5.8pp |
| Employer contribution / active EE | $931 | $2,218-58.0% | $3,009-69.1% | $2,596-64.2% |
| Participant deferral / active EE | $2,240 | $3,246-31.0% | $4,395-49.0% | $4,027-44.4% |
| Admin fee / account holder | $384 | $4,395-91.3% | $5,329-92.8% | $5,403-92.9% |