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 GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $41,705 |
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 | $23,561 | $69,745-66.2% | $67,511-65.1% | $74,546-68.4% |
| Participation rate | 38.0% | 71.3%-33.4pp | 72.9%-34.9pp | 67.2%-29.2pp |
| Annual return | 12.90% | -40.37%+53.3pp | 3517.41%-3504.5pp | 1366.03%-1353.1pp |
| Employer contribution / active EE | $830 | $2,705-69.3% | $2,733-69.6% | $2,624-68.4% |
| Participant deferral / active EE | $2,456 | $3,636-32.4% | $4,000-38.6% | $4,347-43.5% |
| Admin fee / account holder | $50 | $894-94.4% | $3,999-98.8% | $1,944-97.4% |