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 GROUP8+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $115,925 |
Service code 27 · EIN 27-1332437 | Advisory (Plan) | $23,223 |
RELIANCE TRUST COMPANY8+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $8,998 |
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 | $58,920 | $71,142-17.2% | $119,609-50.7% | $64,808-9.1% |
| Participation rate | 84.1% | 78.6%+5.5pp | 79.3%+4.8pp | 71.5%+12.6pp |
| Annual return | -17.80% | -10.01%-7.8pp | -14.97%-2.8pp | 32.82%-50.6pp |
| Employer contribution / active EE | $3,190 | $2,497+27.7% | $4,232-24.6% | $2,506+27.3% |
| Participant deferral / active EE | $5,675 | $4,490+26.4% | $5,602+1.3% | $4,310+31.7% |
| Admin fee / account holder | $181 | $162+11.9% | $10,323-98.2% | $188-3.4% |