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... | $167,049 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,164 | $110,699-23.1% | $177,821-52.1% | $90,288-5.7% |
| Participation rate | 99.8% | 88.3%+11.5pp | 87.7%+12.1pp | 73.4%+26.4pp |
| Annual return | 20.22% | 22.79%-2.6pp | 48.32%-28.1pp | 53.97%-33.7pp |
| Employer contribution / active EE | $5,169 | $4,118+25.5% | $5,918-12.7% | $2,524+104.8% |
| Participant deferral / active EE | $7,248 | $6,731+7.7% | $7,714-6.0% | $4,232+71.3% |
| Admin fee / account holder | $29 | $90-67.8% | $12,427-99.8% | $114-74.5% |