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 GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $26,607 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,134 | $51,197+11.6% | $82,719-30.9% | $66,914-14.6% |
| Participation rate | 40.6% | 67.8%-27.2pp | 72.6%-31.9pp | 69.8%-29.2pp |
| Annual return | -15.30% | -9.64%-5.7pp | 701.18%-716.5pp | 1.58%-16.9pp |
| Employer contribution / active EE | $334 | $2,611-87.2% | $3,009-88.9% | $2,544-86.9% |
| Participant deferral / active EE | $1,327 | $3,458-61.6% | $4,395-69.8% | $4,237-68.7% |
| Admin fee / account holder | $24 | $416-94.3% | $5,329-99.6% | $593-96.0% |