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... | $50,081 |
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 | $123,863 | $137,414-9.9% | $189,513-34.6% | $85,850+44.3% |
| Participation rate | 67.4% | 84.6%-17.2pp | 87.8%-20.4pp | 69.3%-1.9pp |
| Annual return | 14.21% | 38.14%-23.9pp | 555.15%-540.9pp | 318.53%-304.3pp |
| Employer contribution / active EE | $2,265 | $4,344-47.9% | $6,162-63.2% | $2,565-11.7% |
| Participant deferral / active EE | $4,576 | $6,260-26.9% | $8,221-44.3% | $3,952+15.8% |
| Admin fee / account holder | $138 | $8,630-98.4% | $12,045-98.9% | $6,260-97.8% |