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 GROUP8+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Claims proces... | $11,117 |
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 | $36,315 | $56,503-35.7% | $70,092-48.2% | $64,808-44.0% |
| Participation rate | 46.6% | 70.5%-23.8pp | 70.5%-23.9pp | 71.5%-24.8pp |
| Annual return | -16.34% | -13.44%-2.9pp | 190.73%-207.1pp | 32.82%-49.2pp |
| Employer contribution / active EE | $735 | $2,046-64.1% | $2,559-71.3% | $2,506-70.7% |
| Participant deferral / active EE | $1,047 | $3,389-69.1% | $3,849-72.8% | $4,310-75.7% |
| Admin fee / account holder | $2 | $160-99.1% | $6,267-100.0% | $188-99.2% |