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 GROUP10+ years Service code 12 · EIN 93-1253576 100 SW SIXTH AVE · PORTLAND, OR 97204 | Custodial (other than securities); Cl... | $127,957 |
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 | $43,956 | $49,915-11.9% | $154,803-71.6% | $74,304-40.8% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 10.93% | 34.06%-23.1pp | 58.88%-48.0pp | 29.43%-18.5pp |
| Employer contribution / active EE | $2,552 | $1,611+58.4% | $4,305-40.7% | $2,241+13.9% |
| Participant deferral / active EE | $6,096 | $2,255+170.4% | $5,540+10.0% | $3,767+61.8% |
| Admin fee / account holder | $51 | $2,189-97.7% | $14,329-99.6% | $2,969-98.3% |