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 GROUP11+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $114,698 |
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 | $94,952 | $80,717+17.6% | $154,803-38.7% | $84,808+12.0% |
| Participation rate | 69.1% | 66.8%+2.3pp | 78.1%-8.9pp | 68.3%+0.8pp |
| Annual return | 13.70% | 37.96%-24.3pp | 58.88%-45.2pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,620 | $2,761-41.3% | $4,305-62.4% | $2,631-38.4% |
| Participant deferral / active EE | $4,297 | $3,303+30.1% | $5,540-22.4% | $4,212+2.0% |
| Admin fee / account holder | $314 | $6,746-95.3% | $14,329-97.8% | $7,344-95.7% |