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 GROUP5 years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Direct pay... | $69,163 |
Filed as: CONSOLIDATED FINANCIAL MANAGEMENT G Service code 27 · EIN 31-1612116 | Advisory (Plan) | $46,025 |
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 | $142,371 | $102,553+38.8% | $151,611-6.1% | $66,914+112.8% |
| Participation rate | 99.0% | 85.5%+13.5pp | 87.5%+11.6pp | 69.8%+29.2pp |
| Annual return | -17.70% | -10.82%-6.9pp | 3.33%-21.0pp | 1.58%-19.3pp |
| Employer contribution / active EE | $3,013 | $4,180-27.9% | $6,166-51.1% | $2,544+18.4% |
| Participant deferral / active EE | $12,699 | $6,641+91.2% | $8,363+51.8% | $4,237+199.7% |
| Admin fee / account holder | $441 | $630-30.1% | $11,616-96.2% | $593-25.7% |