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 GROUP3 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $153,525 |
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 | $134,007 | $109,881+22.0% | $150,045-10.7% | $84,808+58.0% |
| Participation rate | 98.7% | 76.1%+22.6pp | 82.3%+16.4pp | 68.3%+30.4pp |
| Annual return | 9.66% | 28.25%-18.6pp | 62.55%-52.9pp | 40.90%-31.2pp |
| Employer contribution / active EE | $14,842 | $3,561+316.8% | $4,693+216.2% | $2,631+464.1% |
| Participant deferral / active EE | $9,063 | $6,636+36.6% | $7,997+13.3% | $4,212+115.2% |
| Admin fee / account holder | $30 | $8,568-99.6% | $13,435-99.8% | $7,344-99.6% |