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 GROUP6 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $7,816 |
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 | $16,672 | $62,127-73.2% | $81,382-79.5% | $74,495-77.6% |
| Participation rate | 97.5% | 64.0%+33.4pp | 69.5%+28.0pp | 67.2%+30.3pp |
| Annual return | 12.98% | 16.48%-3.5pp | 24.73%-11.8pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $820 | $1,882-56.5% | $2,463-66.7% | $2,623-68.8% |
| Participant deferral / active EE | $930 | $3,229-71.2% | $3,883-76.1% | $4,346-78.6% |
| Admin fee / account holder | $33 | $1,934-98.3% | $5,768-99.4% | $1,942-98.3% |