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 GROUP7+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $13,630 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,699 | $66,528-34.3% | $86,874-49.7% | $86,799-49.7% |
| Participation rate | 47.3% | 72.4%-25.0pp | 71.6%-24.3pp | 72.3%-24.9pp |
| Annual return | 14.90% | 19.56%-4.7pp | 63.52%-48.6pp | 97.91%-83.0pp |
| Employer contribution / active EE | $738 | $2,007-63.2% | $2,495-70.4% | $2,405-69.3% |
| Participant deferral / active EE | $1,015 | $3,240-68.7% | $3,699-72.6% | $4,131-75.4% |
| Admin fee / account holder | $1 | $148-99.1% | $5,828-100.0% | $170-99.2% |