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 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $77,813 |
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $45,169 |
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 | $97,744 | $88,890+10.0% | $102,423-4.6% | $77,643+25.9% |
| Participation rate | 74.6% | 80.9%-6.3pp | 76.5%-1.9pp | 70.6%+4.1pp |
| Annual return | 10.32% | 24.98%-14.7pp | 29.32%-19.0pp | 31.24%-20.9pp |
| Employer contribution / active EE | $1,973 | $2,698-26.9% | $3,023-34.7% | $2,726-27.6% |
| Participant deferral / active EE | $3,877 | $5,145-24.7% | $5,053-23.3% | $4,647-16.6% |
| Admin fee / account holder | $226 | $235-4.1% | $9,451-97.6% | $430-47.6% |