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 | Recordkeeping and information managem... | $22,079 |
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 | $17,573 | $46,292-62.0% | $143,757-87.8% | $64,808-72.9% |
| Participation rate | 57.6% | 64.2%-6.6pp | 80.3%-22.7pp | 71.5%-13.9pp |
| Annual return | -15.54% | -10.05%-5.5pp | -0.04%-15.5pp | 32.82%-48.4pp |
| Employer contribution / active EE | $1,207 | $1,910-36.8% | $4,951-75.6% | $2,506-51.8% |
| Participant deferral / active EE | $2,166 | $2,646-18.1% | $5,637-61.6% | $4,310-49.8% |
| Admin fee / account holder | $113 | $154-26.7% | $14,673-99.2% | $188-40.0% |