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 GROUP7+ years Filed as: STANCORP FINCIAL GROUP Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $7,037 |
STANCORP FINANCIAL GROUP7+ years Service code 60 | Sub-TA Fees | $2,088 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,638 | $61,156+36.8% | $185,823-55.0% | $79,386+5.4% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 12.81% | 19.45%-6.6pp | 122.05%-109.2pp | 116.85%-104.0pp |
| Employer contribution / active EE | $1,719 | $2,321-25.9% | $5,167-66.7% | $2,427-29.2% |
| Participant deferral / active EE | $3,438 | $2,789+23.3% | $5,568-38.3% | $4,046-15.0% |
| Admin fee / account holder | $30 | $710-95.7% | $16,237-99.8% | $626-95.2% |