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 9-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 | Custodial (other than securities); Cl... | $28,872 |
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $14,257 |
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 | $85,733 | $84,556+1.4% | $116,228-26.2% | $74,304+15.4% |
| Participation rate | 95.4% | 66.0%+29.3pp | 74.6%+20.8pp | 60.3%+35.0pp |
| Annual return | 9.07% | 18.35%-9.3pp | 90.06%-81.0pp | 29.43%-20.4pp |
| Employer contribution / active EE | $1,144 | $2,168-47.2% | $2,994-61.8% | $2,241-48.9% |
| Participant deferral / active EE | $6,716 | $3,814+76.1% | $4,953+35.6% | $3,767+78.3% |
| Admin fee / account holder | $135 | $3,792-96.4% | $11,989-98.9% | $2,969-95.5% |