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 GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $5,666 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,888 | $78,485+60.4% | $106,213+18.5% | $74,495+69.0% |
| Participation rate | 93.6% | 72.8%+20.8pp | 75.3%+18.3pp | 67.2%+26.4pp |
| Annual return | 15.08% | 15.95%-0.9pp | 116.14%-101.1pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $3,760 | $2,523+49.1% | $3,171+18.6% | $2,623+43.4% |
| Participant deferral / active EE | $7,968 | $4,322+84.3% | $5,016+58.9% | $4,346+83.3% |
| Admin fee / account holder | $28 | $2,232-98.8% | $11,033-99.7% | $1,942-98.6% |