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 GROUP4 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $6,762 |
Employer contribution per participant 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 | $77,111 | $79,171-2.6% | $102,423-24.7% | $74,495+3.5% |
| Participation rate | 81.7% | 74.8%+6.9pp | 76.5%+5.2pp | 67.2%+14.5pp |
| Annual return | 11.92% | 54.93%-43.0pp | 29.32%-17.4pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $700 | $2,362-70.4% | $3,023-76.9% | $2,623-73.3% |
| Participant deferral / active EE | $5,591 | $4,415+26.6% | $5,053+10.6% | $4,346+28.6% |
| Admin fee / account holder | $55 | $2,001-97.3% | $9,451-99.4% | $1,942-97.2% |