Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $81,651 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,412 | $101,499+45.2% | $147,005+0.3% | $74,546+97.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 10.67% | 8732.34%-8721.7pp | 418.76%-408.1pp | 1366.03%-1355.4pp |
| Employer contribution / active EE | $4,051 | $3,811+6.3% | $4,934-17.9% | $2,624+54.4% |
| Participant deferral / active EE | $10,446 | $7,304+43.0% | $8,070+29.4% | $4,347+140.3% |
| Admin fee / account holder | $533 | $1,748-69.5% | $13,006-95.9% | $1,944-72.6% |