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... | $69,099 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $85,694 | $52,670+62.7% | $90,404-5.2% | $73,409+16.7% |
| Participation rate | 53.6% | 67.7%-14.1pp | 72.7%-19.1pp | 72.2%-18.6pp |
| Annual return | 17.82% | 20.70%-2.9pp | 1293.02%-1275.2pp | 59.29%-41.5pp |
| Employer contribution / active EE | $248 | $1,872-86.7% | $3,262-92.4% | $2,234-88.9% |
| Participant deferral / active EE | $1,969 | $2,807-29.9% | $3,963-50.3% | $3,805-48.3% |
| Admin fee / account holder | $68 | $117-41.7% | $5,611-98.8% | $158-56.9% |