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 GROUP8+ years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $58,471 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,249 | $86,655-75.5% | $119,609-82.2% | $66,914-68.2% |
| Participation rate | 95.2% | 75.6%+19.7pp | 79.3%+16.0pp | 69.8%+25.4pp |
| Annual return | -19.13% | -8.00%-11.1pp | -14.97%-4.2pp | 1.58%-20.7pp |
| Employer contribution / active EE | $1,676 | $2,536-33.9% | $4,232-60.4% | $2,544-34.1% |
| Participant deferral / active EE | $3,588 | $4,358-17.7% | $5,602-36.0% | $4,237-15.3% |
| Admin fee / account holder | $58 | $755-92.3% | $10,323-99.4% | $593-90.3% |