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 GROUP4 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $23,571 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $39,300 | $91,407-57.0% | $135,903-71.1% | $71,457-45.0% |
| Participation rate | 44.1% | 75.7%-31.6pp | 81.9%-37.8pp | 67.9%-23.9pp |
| Annual return | 14.22% | 29.90%-15.7pp | 68.23%-54.0pp | 28.85%-14.6pp |
| Employer contribution / active EE | $1,234 | $3,703-66.7% | $4,856-74.6% | $2,588-52.3% |
| Participant deferral / active EE | $3,166 | $7,092-55.4% | $7,758-59.2% | $4,289-26.2% |
| Admin fee / account holder | $109 | $1,266-91.4% | $10,762-99.0% | $1,587-93.2% |