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 GROUP5 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $26,584 |
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 | $47,685 | $101,317-52.9% | $146,958-67.6% | $74,495-36.0% |
| Participation rate | 49.8% | 75.5%-25.8pp | 82.2%-32.4pp | 67.2%-17.4pp |
| Annual return | 17.03% | 8730.91%-8713.9pp | 418.34%-401.3pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $1,376 | $3,810-63.9% | $4,933-72.1% | $2,623-47.5% |
| Participant deferral / active EE | $3,552 | $7,303-51.4% | $8,070-56.0% | $4,346-18.3% |
| Admin fee / account holder | $120 | $1,739-93.1% | $12,998-99.1% | $1,942-93.8% |