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 GROUP6+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $26,622 |
Service code 27 · EIN 93-0497711 | Advisory (Plan) | $15,376 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,348 | $61,156-55.3% | $185,823-85.3% | $79,386-65.6% |
| Participation rate | 60.4% | 66.6%-6.2pp | 81.7%-21.3pp | 70.7%-10.3pp |
| Annual return | 24.75% | 19.45%+5.3pp | 122.05%-97.3pp | 116.85%-92.1pp |
| Employer contribution / active EE | $541 | $2,321-76.7% | $5,167-89.5% | $2,427-77.7% |
| Participant deferral / active EE | $1,592 | $2,789-42.9% | $5,568-71.4% | $4,046-60.7% |
| Admin fee / account holder | $211 | $710-70.3% | $16,237-98.7% | $626-66.3% |