Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | Custodial (other than securities); Re... | $11,395 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,284 | $59,402-47.3% | $93,654-66.6% | $74,546-58.0% |
| Participation rate | 85.0% | 59.7%+25.4pp | 68.7%+16.3pp | 67.2%+17.8pp |
| Annual return | 8.68% | 81.86%-73.2pp | 133.34%-124.7pp | 1366.03%-1357.4pp |
| Employer contribution / active EE | $357 | $1,265-71.7% | $2,421-85.2% | $2,624-86.4% |
| Participant deferral / active EE | $3,380 | $3,049+10.9% | $4,413-23.4% | $4,347-22.3% |
| Admin fee / account holder | $96 | $3,023-96.8% | $8,282-98.8% | $1,944-95.1% |