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... | $100 |
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 | $19,413 | $81,248-76.1% | $155,509-87.5% | $80,856-76.0% |
| Participation rate | 79.2% | 66.2%+13.0pp | 78.2%+1.0pp | 67.6%+11.6pp |
| Annual return | 6.36% | 33.31%-26.9pp | 64.67%-58.3pp | 35.59%-29.2pp |
| Employer contribution / active EE | $1,834 | $3,100-40.9% | $4,672-60.8% | $2,755-33.4% |
| Participant deferral / active EE | $1,311 | $3,452-62.0% | $5,626-76.7% | $4,296-69.5% |
| Admin fee / account holder | $13 | $7,997-99.8% | $15,912-99.9% | $6,918-99.8% |