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 | Custodial (other than securities); Di... | $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 | $89,241-5.6% | $134,172-37.2% | $79,634+5.8% |
| Participation rate | 58.2% | 47.1%+11.1pp | 72.5%-14.2pp | 62.5%-4.2pp |
| Annual return | 87.19% | 16.69%+70.5pp | 25.30%+61.9pp | 36.46%+50.7pp |
| Employer contribution / active EE | $1,329 | $1,634-18.7% | $3,420-61.2% | $2,529-47.5% |
| Participant deferral / active EE | $4,769 | $2,288+108.4% | $4,690+1.7% | $3,835+24.4% |
| Admin fee / account holder | $85 | $1,359-93.8% | $12,016-99.3% | $1,002-91.5% |