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 | Custodial (securities); Claims proces... | $114,982 |
Filed as: DIGITAL INSURANCE, INC. Service code 27 · EIN 58-2522668 | Advisory (Plan) | $29,633 |
STANDARD RETIREMENT SERVICES4 years Service code 19 | Securities Custodian | $2,662 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,282 | $50,815-18.8% | $155,509-73.5% | $77,643-46.8% |
| Participation rate | 73.5% | 63.1%+10.3pp | 78.2%-4.7pp | 70.6%+2.9pp |
| Annual return | 12.92% | 34.80%-21.9pp | 64.67%-51.7pp | 31.24%-18.3pp |
| Employer contribution / active EE | $791 | $1,993-60.3% | $4,672-83.1% | $2,726-71.0% |
| Participant deferral / active EE | $2,876 | $2,822+1.9% | $5,626-48.9% | $4,647-38.1% |
| Admin fee / account holder | $256 | $437-41.4% | $15,912-98.4% | $430-40.5% |