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 GROUP10+ years Service code 65 · EIN 93-1253576 | Account Maintenance | $8,525 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,259 | $81,460-37.1% | $103,333-50.4% | $80,856-36.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 22.06% | 25.55%-3.5pp | 24.88%-2.8pp | 35.59%-13.5pp |
| Employer contribution / active EE | $2,715 | $3,105-12.6% | $3,868-29.8% | $2,755-1.5% |
| Participant deferral / active EE | $1,927 | $3,869-50.2% | $5,057-61.9% | $4,296-55.1% |
| Admin fee / account holder | $76 | $6,566-98.8% | $8,355-99.1% | $6,918-98.9% |