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 GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $106,248 |
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 27 · EIN 81-4473358 | Advisory (Plan) | $67,645 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,248 | $59,623-15.7% | $95,585-47.4% | $85,563-41.3% |
| Participation rate | 91.1% | 57.2%+33.8pp | 72.1%+19.0pp | 66.0%+25.1pp |
| Annual return | 16.92% | 18.22%-1.3pp | 38.56%-21.6pp | 31.51%-14.6pp |
| Employer contribution / active EE | $2,697 | $1,669+61.6% | $2,527+6.8% | $2,654+1.7% |
| Participant deferral / active EE | $4,560 | $3,357+35.8% | $4,023+13.4% | $4,375+4.2% |
| Admin fee / account holder | $102 | $650-84.4% | $6,127-98.3% | $834-87.8% |