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 6-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 GROUP5+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $45,274 |
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 | $50,946 | $56,423-9.7% | $77,163-34.0% | $71,457-28.7% |
| Participation rate | 57.2% | 64.3%-7.1pp | 69.6%-12.4pp | 67.9%-10.7pp |
| Annual return | 18.55% | 19.05%-0.5pp | 37.87%-19.3pp | 28.85%-10.3pp |
| Employer contribution / active EE | $1,043 | $1,866-44.1% | $2,535-58.9% | $2,588-59.7% |
| Participant deferral / active EE | $2,337 | $3,142-25.6% | $3,833-39.0% | $4,289-45.5% |
| Admin fee / account holder | $52 | $1,429-96.4% | $5,472-99.1% | $1,587-96.8% |