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 | Recordkeeping and information managem... | $45,741 |
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 | $27,237 | $59,159-54.0% | $159,960-83.0% | $66,914-59.3% |
| Participation rate | 96.2% | 68.1%+28.1pp | 78.0%+18.3pp | 69.8%+26.4pp |
| Annual return | -19.04% | -12.26%-6.8pp | 408.60%-427.6pp | 1.58%-20.6pp |
| Employer contribution / active EE | $1,061 | $1,983-46.5% | $4,226-74.9% | $2,544-58.3% |
| Participant deferral / active EE | $2,563 | $4,395-41.7% | $6,182-58.5% | $4,237-39.5% |
| Admin fee / account holder | $93 | $591-84.2% | $8,698-98.9% | $593-84.3% |