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 | Distribution (12b-1) fees; Custodial ... | $35,922 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $34,659 | $104,165-66.7% | $96,139-63.9% | $106,520-67.5% |
| Participation rate | 0.6% | 31.3%-30.6pp | 68.4%-67.8pp | 71.3%-70.7pp |
| Annual return | 29.81% | 25.28%+4.5pp | 191.94%-162.1pp | 19.28%+10.5pp |
| Employer contribution / active EE | $0 | $599-100.0% | $2,797-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $32 | $1,572-98.0% | $4,349-99.3% | $4,948-99.4% |
| Admin fee / account holder | $198 | $98+102.4% | $5,537-96.4% | $75+166.2% |