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 GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $58,269 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,026 | $62,624-28.1% | $177,989-74.7% | $77,643-42.0% |
| Participation rate | 21.0% | 66.8%-45.8pp | 77.1%-56.0pp | 70.6%-49.5pp |
| Annual return | 14.47% | 16.16%-1.7pp | 294.48%-280.0pp | 31.24%-16.8pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,949-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $832 | $4,219-80.3% | $6,276-86.7% | $4,647-82.1% |
| Admin fee / account holder | $57 | $386-85.3% | $10,363-99.5% | $430-86.8% |