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 | Distribution (12b-1) fees; Custodial ... | $75,895 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $520 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,969 | $74,706+33.8% | $75,696+32.1% | $79,386+25.9% |
| Participation rate | 83.6% | 75.3%+8.2pp | 74.8%+8.7pp | 70.7%+12.9pp |
| Annual return | 15.85% | 18.52%-2.7pp | 104.53%-88.7pp | 116.85%-101.0pp |
| Employer contribution / active EE | $2,802 | $2,590+8.2% | $2,743+2.2% | $2,427+15.4% |
| Participant deferral / active EE | $6,396 | $3,533+81.0% | $3,821+67.4% | $4,046+58.1% |
| Admin fee / account holder | $127 | $374-66.1% | $3,619-96.5% | $626-79.7% |