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 | Distribution (12b-1) fees; Claims pro... | $89,877 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $490 |
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 | $82,055 | $60,989+34.5% | $60,874+34.8% | $66,914+22.6% |
| Participation rate | 81.1% | 74.5%+6.6pp | 73.1%+8.0pp | 69.8%+11.3pp |
| Annual return | -17.19% | -9.60%-7.6pp | 16.90%-34.1pp | 1.58%-18.8pp |
| Employer contribution / active EE | $2,837 | $2,661+6.6% | $2,701+5.0% | $2,544+11.5% |
| Participant deferral / active EE | $6,913 | $3,615+91.2% | $3,817+81.1% | $4,237+63.2% |
| Admin fee / account holder | $93 | $338-72.4% | $3,224-97.1% | $593-84.3% |