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 GROUP9+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $45,753 |
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 | $122,695 | $125,758-2.4% | $169,993-27.8% | $75,163+63.2% |
| Participation rate | 69.3% | 83.6%-14.3pp | 87.0%-17.7pp | 67.2%+2.1pp |
| Annual return | 14.54% | 27.20%-12.7pp | 53.37%-38.8pp | 160.62%-146.1pp |
| Employer contribution / active EE | $2,664 | $4,615-42.3% | $6,785-60.7% | $2,670-0.2% |
| Participant deferral / active EE | $5,717 | $6,837-16.4% | $10,408-45.1% | $4,125+38.6% |
| Admin fee / account holder | $100 | $8,173-98.8% | $12,815-99.2% | $5,651-98.2% |