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 GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $80,154 |
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 | $75,868 | $57,831+31.2% | $82,389-7.9% | $85,563-11.3% |
| Participation rate | 43.2% | 55.0%-11.8pp | 69.5%-26.3pp | 66.0%-22.7pp |
| Annual return | 14.86% | 17.86%-3.0pp | 28.67%-13.8pp | 31.51%-16.7pp |
| Employer contribution / active EE | $524 | $1,643-68.1% | $2,517-79.2% | $2,654-80.3% |
| Participant deferral / active EE | $2,525 | $3,118-19.0% | $4,155-39.2% | $4,375-42.3% |
| Admin fee / account holder | $52 | $1,391-96.3% | $7,231-99.3% | $834-93.8% |