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 9-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 GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $49,591 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,696 | $102,317-24.1% | $146,958-47.1% | $80,856-3.9% |
| Participation rate | 83.7% | 75.8%+7.9pp | 82.2%+1.5pp | 67.6%+16.1pp |
| Annual return | 17.16% | 134.76%-117.6pp | 418.34%-401.2pp | 35.59%-18.4pp |
| Employer contribution / active EE | $4,608 | $3,713+24.1% | $4,933-6.6% | $2,755+67.3% |
| Participant deferral / active EE | $9,489 | $6,644+42.8% | $8,070+17.6% | $4,296+120.9% |
| Admin fee / account holder | $16 | $7,941-99.8% | $12,998-99.9% | $6,918-99.8% |