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 GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $11,395 |
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 | $31,284 | $59,417-47.3% | $93,606-66.6% | $74,495-58.0% |
| Participation rate | 85.0% | 59.7%+25.4pp | 68.7%+16.3pp | 67.2%+17.8pp |
| Annual return | 8.68% | 81.83%-73.2pp | 133.20%-124.5pp | 1364.94%-1356.3pp |
| Employer contribution / active EE | $357 | $1,264-71.7% | $2,420-85.2% | $2,623-86.4% |
| Participant deferral / active EE | $3,380 | $3,050+10.8% | $4,411-23.4% | $4,346-22.2% |
| Admin fee / account holder | $96 | $3,021-96.8% | $8,285-98.8% | $1,942-95.1% |