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 GROUP4 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $61,808 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $8,961 |
Participant contribution per participant 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 | $84,824 | $130,194-34.8% | $169,993-50.1% | $71,457+18.7% |
| Participation rate | 86.5% | 86.1%+0.4pp | 87.0%-0.5pp | 67.9%+18.6pp |
| Annual return | 15.48% | 20.37%-4.9pp | 53.37%-37.9pp | 28.85%-13.4pp |
| Employer contribution / active EE | $3,404 | $4,381-22.3% | $6,785-49.8% | $2,588+31.6% |
| Participant deferral / active EE | $3,785 | $6,923-45.3% | $10,408-63.6% | $4,289-11.7% |
| Admin fee / account holder | $121 | $966-87.5% | $12,815-99.1% | $1,587-92.4% |