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 | Recordkeeping and information managem... | $65,978 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,381 | $82,978+93.3% | $129,995+23.4% | $71,457+124.4% |
| Participation rate | 91.5% | 74.1%+17.5pp | 78.5%+13.0pp | 67.9%+23.6pp |
| Annual return | 14.91% | 20.60%-5.7pp | -137.18%+152.1pp | 28.85%-13.9pp |
| Employer contribution / active EE | $10,810 | $2,622+312.3% | $4,320+150.3% | $2,588+317.8% |
| Participant deferral / active EE | $7,401 | $4,432+67.0% | $5,820+27.2% | $4,289+72.6% |
| Admin fee / account holder | $20 | $1,729-98.8% | $10,614-99.8% | $1,587-98.7% |