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 GROUP9+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Recordkeep... | $67,765 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $505 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,698 | $65,557+36.8% | $64,056+40.0% | $71,457+25.5% |
| Participation rate | 84.2% | 73.2%+11.0pp | 72.3%+11.9pp | 67.9%+16.2pp |
| Annual return | 19.00% | 18.94%+0.1pp | 33.69%-14.7pp | 28.85%-9.8pp |
| Employer contribution / active EE | $2,956 | $2,669+10.8% | $2,747+7.6% | $2,588+14.2% |
| Participant deferral / active EE | $7,033 | $3,626+94.0% | $3,880+81.2% | $4,289+64.0% |
| Admin fee / account holder | $111 | $616-82.0% | $3,068-96.4% | $1,587-93.0% |