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 | Custodial (securities); Sub-transfer ... | $6,470 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,347 | $59,584-75.9% | $86,874-83.5% | $79,386-81.9% |
| Participation rate | 96.6% | 67.7%+28.9pp | 71.6%+24.9pp | 70.7%+25.8pp |
| Annual return | 17.06% | 23.15%-6.1pp | 63.52%-46.5pp | 116.85%-99.8pp |
| Employer contribution / active EE | $755 | $1,768-57.3% | $2,495-69.7% | $2,427-68.9% |
| Participant deferral / active EE | $700 | $3,036-77.0% | $3,699-81.1% | $4,046-82.7% |
| Admin fee / account holder | $26 | $604-95.6% | $5,828-99.5% | $626-95.8% |