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 GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $95,283 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,813 | $132,049+0.6% | $200,582-33.8% | $74,304+78.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.9%+13.1pp | 60.3%+39.7pp |
| Annual return | 15.84% | 22.22%-6.4pp | 42.33%-26.5pp | 29.43%-13.6pp |
| Employer contribution / active EE | $3,991 | $4,558-12.4% | $6,419-37.8% | $2,241+78.1% |
| Participant deferral / active EE | $4,936 | $7,213-31.6% | $9,331-47.1% | $3,767+31.0% |
| Admin fee / account holder | $24 | $2,405-99.0% | $16,305-99.9% | $2,969-99.2% |