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 GROUP8+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $106,118 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,360 | $81,908-16.5% | $90,749-24.7% | $64,808+5.5% |
| Participation rate | 77.6% | 80.5%-2.9pp | 75.7%+1.9pp | 71.5%+6.1pp |
| Annual return | -15.08% | -12.53%-2.5pp | -12.16%-2.9pp | 32.82%-47.9pp |
| Employer contribution / active EE | $2,211 | $3,065-27.9% | $2,921-24.3% | $2,506-11.8% |
| Participant deferral / active EE | $3,411 | $4,840-29.5% | $4,564-25.3% | $4,310-20.9% |
| Admin fee / account holder | $67 | $157-57.5% | $8,445-99.2% | $188-64.4% |