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 GROUP6+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $54,001 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,952 | $64,286-3.6% | $90,951-31.9% | $73,409-15.6% |
| Participation rate | 40.6% | 63.6%-23.0pp | 69.0%-28.4pp | 72.2%-31.5pp |
| Annual return | 15.02% | 21.45%-6.4pp | 134.60%-119.6pp | 59.29%-44.3pp |
| Employer contribution / active EE | $652 | $895-27.1% | $2,122-69.3% | $2,234-70.8% |
| Participant deferral / active EE | $1,050 | $2,453-57.2% | $3,373-68.9% | $3,805-72.4% |
| Admin fee / account holder | $12 | $287-95.8% | $5,959-99.8% | $158-92.3% |