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... | $50,241 |
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 | $68,333 | $88,087-22.4% | $164,866-58.6% | $74,546-8.3% |
| Participation rate | 92.9% | 73.1%+19.8pp | 78.6%+14.3pp | 67.2%+25.7pp |
| Annual return | 12.62% | 17.27%-4.7pp | 69.97%-57.3pp | 1366.03%-1353.4pp |
| Employer contribution / active EE | $627 | $2,595-75.8% | $4,343-85.6% | $2,624-76.1% |
| Participant deferral / active EE | $4,656 | $4,499+3.5% | $6,033-22.8% | $4,347+7.1% |
| Admin fee / account holder | $43 | $2,232-98.1% | $12,689-99.7% | $1,944-97.8% |