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 Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $89,304 |
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 | $12,299 | $47,126-73.9% | $149,673-91.8% | $74,419-83.5% |
| Participation rate | 94.0% | 63.4%+30.6pp | 78.8%+15.2pp | 70.7%+23.3pp |
| Annual return | -0.09% | 22.75%-22.8pp | 134.42%-134.5pp | 34.38%-34.5pp |
| Employer contribution / active EE | $1,000 | $1,905-47.5% | $4,818-79.2% | $2,637-62.1% |
| Participant deferral / active EE | $1,228 | $2,728-55.0% | $5,680-78.4% | $4,528-72.9% |
| Admin fee / account holder | $47 | $343-86.3% | $13,210-99.6% | $348-86.5% |