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 9-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 GROUP4 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $75,556 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $55,350 | $92,055-39.9% | $106,213-47.9% | $77,643-28.7% |
| Participation rate | 45.4% | 81.0%-35.6pp | 75.3%-29.8pp | 70.6%-25.1pp |
| Annual return | 11.04% | 17.91%-6.9pp | 116.14%-105.1pp | 31.24%-20.2pp |
| Employer contribution / active EE | $1,063 | $3,367-68.4% | $3,171-66.5% | $2,726-61.0% |
| Participant deferral / active EE | $2,593 | $5,386-51.9% | $5,016-48.3% | $4,647-44.2% |
| Admin fee / account holder | $53 | $219-76.0% | $11,033-99.5% | $430-87.8% |