Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | Direct payment from the plan; Custodi... | $59,082 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,568 | $95,453+37.8% | $112,040+17.4% | $82,448+59.6% |
| Participation rate | 93.4% | 72.8%+20.6pp | 76.5%+16.9pp | 68.1%+25.3pp |
| Annual return | 17.35% | 23.92%-6.6pp | 24.52%-7.2pp | 41.64%-24.3pp |
| Employer contribution / active EE | $4,947 | $2,318+113.4% | $2,954+67.5% | $2,551+93.9% |
| Participant deferral / active EE | $8,545 | $4,224+102.3% | $5,098+67.6% | $4,139+106.4% |
| Admin fee / account holder | $52 | $9,013-99.4% | $12,098-99.6% | $7,234-99.3% |