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 GROUP3 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $22,062 |
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 | $33,692 | $84,487-60.1% | $125,339-73.1% | $66,914-49.6% |
| Participation rate | 46.4% | 76.4%-30.0pp | 82.4%-36.0pp | 69.8%-23.4pp |
| Annual return | -15.63% | -8.39%-7.2pp | 572.05%-587.7pp | 1.58%-17.2pp |
| Employer contribution / active EE | $1,130 | $3,553-68.2% | $4,814-76.5% | $2,544-55.6% |
| Participant deferral / active EE | $2,404 | $6,781-64.5% | $7,446-67.7% | $4,237-43.3% |
| Admin fee / account holder | $106 | $685-84.6% | $10,010-98.9% | $593-82.2% |