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 GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $20,953 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,996 | $91,407-55.1% | $135,903-69.8% | $71,457-42.6% |
| Participation rate | 98.1% | 75.7%+22.4pp | 81.9%+16.2pp | 67.9%+30.2pp |
| Annual return | 25.84% | 29.90%-4.1pp | 68.23%-42.4pp | 28.85%-3.0pp |
| Employer contribution / active EE | $4,180 | $3,703+12.9% | $4,856-13.9% | $2,588+61.6% |
| Participant deferral / active EE | $11,862 | $7,092+67.3% | $7,758+52.9% | $4,289+176.6% |
| Admin fee / account holder | $134 | $1,266-89.4% | $10,762-98.8% | $1,587-91.5% |