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 GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $78,021 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,501 | $89,436+79.5% | $164,813-2.6% | $77,643+106.7% |
| Participation rate | 94.3% | 78.6%+15.7pp | 78.6%+15.7pp | 70.6%+23.8pp |
| Annual return | 14.56% | 28.83%-14.3pp | 69.93%-55.4pp | 31.24%-16.7pp |
| Employer contribution / active EE | $10,972 | $2,569+327.1% | $4,341+152.8% | $2,726+302.5% |
| Participant deferral / active EE | $7,186 | $4,897+46.7% | $6,031+19.1% | $4,647+54.6% |
| Admin fee / account holder | $14 | $339-95.8% | $12,690-99.9% | $430-96.7% |