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 GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $57,906 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,182 | $81,357-24.8% | $75,972-19.5% | $199,593-69.3% |
| Participation rate | 45.1% | 69.9%-24.8pp | 69.1%-23.9pp | 72.0%-26.8pp |
| Annual return | 18.01% | 16.32%+1.7pp | 359.55%-341.5pp | 34.25%-16.2pp |
| Employer contribution / active EE | $492 | $3,341-85.3% | $2,685-81.7% | $3,034-83.8% |
| Participant deferral / active EE | $2,590 | $4,710-45.0% | $4,255-39.1% | $5,087-49.1% |
| Admin fee / account holder | $41 | $144-71.9% | $6,467-99.4% | $269-84.9% |