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 GROUP7+ years Service code 12 · EIN 93-1253576 1100 SW 6TH AVE · PORTLAND, OR 97204 | Claims processing; Custodial (other t... | $42,763 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $33,083 |
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 | $80,209 | $111,491-28.1% | $189,513-57.7% | $86,799-7.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.8%+12.2pp | 72.3%+27.7pp |
| Annual return | 9.91% | 83.50%-73.6pp | 555.15%-545.2pp | 97.91%-88.0pp |
| Employer contribution / active EE | $1,873 | $3,951-52.6% | $6,162-69.6% | $2,405-22.1% |
| Participant deferral / active EE | $4,416 | $6,437-31.4% | $8,221-46.3% | $4,131+6.9% |
| Admin fee / account holder | $134 | $189-28.9% | $12,045-98.9% | $170-20.9% |