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 | Custodial (securities); Claims proces... | $81,565 |
Filed as: DIGITAL INSURANCE, INC. Service code 27 · EIN 58-2522668 | Advisory (Plan) | $34,139 |
STANDARD RETIREMENT SERVICES2 years Service code 19 | Securities Custodian | $2,876 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,462 | $46,292-36.4% | $143,757-79.5% | $64,808-54.5% |
| Participation rate | 77.3% | 64.2%+13.1pp | 80.3%-3.0pp | 71.5%+5.9pp |
| Annual return | -14.72% | -10.05%-4.7pp | -0.04%-14.7pp | 32.82%-47.5pp |
| Employer contribution / active EE | $507 | $1,910-73.4% | $4,951-89.8% | $2,506-79.8% |
| Participant deferral / active EE | $2,479 | $2,646-6.3% | $5,637-56.0% | $4,310-42.5% |
| Admin fee / account holder | $190 | $154+23.8% | $14,673-98.7% | $188+1.3% |