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 GROUP5 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $67,159 |
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 | $82,078 | $130,194-37.0% | $169,993-51.7% | $71,457+14.9% |
| Participation rate | 96.8% | 86.1%+10.6pp | 87.0%+9.8pp | 67.9%+28.9pp |
| Annual return | 14.36% | 20.37%-6.0pp | 53.37%-39.0pp | 28.85%-14.5pp |
| Employer contribution / active EE | $2,855 | $4,381-34.8% | $6,785-57.9% | $2,588+10.3% |
| Participant deferral / active EE | $4,739 | $6,923-31.6% | $10,408-54.5% | $4,289+10.5% |
| Admin fee / account holder | $4 | $966-99.6% | $12,815-100.0% | $1,587-99.7% |