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 GROUP3 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $64,194 |
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 | $87,905 | $121,341-27.6% | $189,513-53.6% | $79,386+10.7% |
| Participation rate | 97.8% | 86.1%+11.7pp | 87.8%+10.0pp | 70.7%+27.1pp |
| Annual return | 11.58% | 21.08%-9.5pp | 555.15%-543.6pp | 116.85%-105.3pp |
| Employer contribution / active EE | $2,652 | $3,915-32.3% | $6,162-57.0% | $2,427+9.2% |
| Participant deferral / active EE | $4,399 | $6,395-31.2% | $8,221-46.5% | $4,046+8.7% |
| Admin fee / account holder | $2 | $651-99.8% | $12,045-100.0% | $626-99.7% |