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 GROUP7+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $46,116 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,163 | $78,275-21.9% | $109,143-44.0% | $86,799-29.5% |
| Participation rate | 31.1% | 73.8%-42.7pp | 75.9%-44.8pp | 72.3%-41.2pp |
| Annual return | 12.01% | 19.14%-7.1pp | 25.75%-13.7pp | 97.91%-85.9pp |
| Employer contribution / active EE | $361 | $3,105-88.4% | $3,722-90.3% | $2,405-85.0% |
| Participant deferral / active EE | $2,106 | $3,641-42.1% | $4,653-54.7% | $4,131-49.0% |
| Admin fee / account holder | $11 | $198-94.7% | $6,752-99.8% | $170-93.8% |