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 GROUP7+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $48,095 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,261 | $84,936+21.6% | $111,297-7.2% | $79,386+30.1% |
| Participation rate | 40.5% | 75.9%-35.4pp | 77.3%-36.8pp | 70.7%-30.2pp |
| Annual return | 16.53% | 17.45%-0.9pp | 54.65%-38.1pp | 116.85%-100.3pp |
| Employer contribution / active EE | $305 | $1,979-84.6% | $2,731-88.8% | $2,427-87.4% |
| Participant deferral / active EE | $2,125 | $3,888-45.4% | $4,487-52.6% | $4,046-47.5% |
| Admin fee / account holder | $704 | $537+31.0% | $7,964-91.2% | $626+12.4% |