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 GROUP6+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $67,963 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,907 | $118,971+94.9% | $112,977+105.3% | $73,488+215.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.6%+17.4pp | 70.7%+29.3pp |
| Annual return | 24.88% | 17.79%+7.1pp | 24.24%+0.6pp | 28.51%-3.6pp |
| Employer contribution / active EE | $12,991 | $4,091+217.6% | $4,255+205.3% | $2,270+472.3% |
| Participant deferral / active EE | $9,961 | $6,133+62.4% | $5,836+70.7% | $3,740+166.4% |
| Admin fee / account holder | $28 | $573-95.2% | $6,294-99.6% | $513-94.6% |