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 8-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 | Other fees; Recordkeeping and informa... | $23,686 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,862 | $84,487-68.2% | $125,339-78.6% | $66,914-59.9% |
| Participation rate | 99.1% | 76.4%+22.7pp | 82.4%+16.7pp | 69.8%+29.3pp |
| Annual return | -12.12% | -8.39%-3.7pp | 572.05%-584.2pp | 1.58%-13.7pp |
| Employer contribution / active EE | $2,830 | $3,553-20.4% | $4,814-41.2% | $2,544+11.2% |
| Participant deferral / active EE | $8,945 | $6,781+31.9% | $7,446+20.1% | $4,237+111.1% |
| Admin fee / account holder | $151 | $685-78.0% | $10,010-98.5% | $593-74.6% |