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 | Distribution (12b-1) fees; Custodial ... | $7,494 |
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 | $46,042 | $61,052-24.6% | $142,863-67.8% | $79,386-42.0% |
| Participation rate | 99.2% | 60.1%+39.1pp | 71.9%+27.2pp | 70.7%+28.5pp |
| Annual return | 11.88% | 16.02%-4.1pp | 5637.54%-5625.7pp | 116.85%-105.0pp |
| Employer contribution / active EE | $1,737 | $1,481+17.3% | $4,144-58.1% | $2,427-28.4% |
| Participant deferral / active EE | $3,472 | $2,879+20.6% | $3,837-9.5% | $4,046-14.2% |
| Admin fee / account holder | $17 | $659-97.4% | $6,560-99.7% | $626-97.3% |