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 GROUP7+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $116,362 |
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 | $83,606 | $185,342-54.9% | $111,297-24.9% | $86,799-3.7% |
| Participation rate | 77.6% | 81.0%-3.3pp | 77.3%+0.3pp | 72.3%+5.4pp |
| Annual return | 12.09% | 500.80%-488.7pp | 54.65%-42.6pp | 97.91%-85.8pp |
| Employer contribution / active EE | $2,029 | $2,246-9.7% | $2,731-25.7% | $2,405-15.7% |
| Participant deferral / active EE | $3,817 | $4,458-14.4% | $4,487-14.9% | $4,131-7.6% |
| Admin fee / account holder | $63 | $255-75.5% | $7,964-99.2% | $170-63.1% |