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 GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $58,183 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $43,681 |
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 | $144,391 | $98,727+46.3% | $113,168+27.6% | $85,563+68.8% |
| Participation rate | 96.8% | 80.8%+15.9pp | 76.6%+20.2pp | 66.0%+30.8pp |
| Annual return | 12.58% | 17.43%-4.9pp | 24.27%-11.7pp | 31.51%-18.9pp |
| Employer contribution / active EE | $5,376 | $2,907+84.9% | $2,975+80.7% | $2,654+102.6% |
| Participant deferral / active EE | $8,767 | $5,424+61.6% | $5,107+71.7% | $4,375+100.4% |
| Admin fee / account holder | $155 | $357-56.6% | $12,068-98.7% | $834-81.4% |