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 5-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 GROUP3 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $18,761 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $84,288 | $216,711-61.1% | $136,749-38.4% | $85,563-1.5% |
| Participation rate | 58.2% | 51.7%+6.5pp | 72.1%-13.9pp | 66.0%-7.7pp |
| Annual return | 87.19% | 15.26%+71.9pp | 24.33%+62.9pp | 31.51%+55.7pp |
| Employer contribution / active EE | $1,329 | $1,660-20.0% | $3,400-60.9% | $2,654-49.9% |
| Participant deferral / active EE | $4,769 | $2,635+81.0% | $4,692+1.6% | $4,375+9.0% |
| Admin fee / account holder | $85 | $1,223-93.1% | $11,386-99.3% | $834-89.8% |