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 GROUP9+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $10,258 |
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 | $43,982 | $69,823-37.0% | $77,163-43.0% | $74,419-40.9% |
| Participation rate | 44.2% | 70.0%-25.8pp | 69.6%-25.3pp | 70.7%-26.5pp |
| Annual return | 16.92% | 19.98%-3.1pp | 37.87%-21.0pp | 34.38%-17.5pp |
| Employer contribution / active EE | $737 | $2,150-65.7% | $2,535-70.9% | $2,637-72.0% |
| Participant deferral / active EE | $1,026 | $3,558-71.2% | $3,833-73.2% | $4,528-77.3% |
| Admin fee / account holder | $19 | $398-95.3% | $5,472-99.7% | $348-94.6% |