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 GROUP5 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $20,749 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,485 | $53,165-84.0% | $86,188-90.2% | $74,419-88.6% |
| Participation rate | 36.3% | 64.9%-28.5pp | 69.0%-32.6pp | 70.7%-34.4pp |
| Annual return | 17.08% | 22.64%-5.6pp | 1168.45%-1151.4pp | 34.38%-17.3pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,380-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $562 | $3,234-82.6% | $3,985-85.9% | $4,528-87.6% |
| Admin fee / account holder | $112 | $551-79.7% | $6,852-98.4% | $348-67.7% |