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 GROUP8+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Custodial (... | $47,901 |
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.)
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 | $87,174 | $65,435+33.2% | $86,677+0.6% | $66,914+30.3% |
| Participation rate | 41.5% | 75.5%-33.9pp | 76.6%-35.0pp | 69.8%-28.3pp |
| Annual return | -18.25% | -10.89%-7.4pp | 35.91%-54.2pp | 1.58%-19.8pp |
| Employer contribution / active EE | $312 | $2,153-85.5% | $2,836-89.0% | $2,544-87.7% |
| Participant deferral / active EE | $2,199 | $4,100-46.4% | $4,656-52.8% | $4,237-48.1% |
| Admin fee / account holder | $702 | $642+9.4% | $7,493-90.6% | $593+18.3% |