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); Re... | $17,339 |
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 | $38,956 | $104,475-62.7% | $159,436-75.6% | $79,386-50.9% |
| Participation rate | 45.0% | 76.6%-31.6pp | 82.8%-37.8pp | 70.7%-25.7pp |
| Annual return | 30.82% | 67.95%-37.1pp | 263.57%-232.7pp | 116.85%-86.0pp |
| Employer contribution / active EE | $911 | $3,417-73.3% | $4,829-81.1% | $2,427-62.5% |
| Participant deferral / active EE | $2,087 | $6,467-67.7% | $7,352-71.6% | $4,046-48.4% |
| Admin fee / account holder | $90 | $711-87.3% | $10,799-99.2% | $626-85.6% |