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 GROUP11+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $9,308 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,024 | $49,915+76.3% | $154,803-43.1% | $74,304+18.5% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 13.79% | 34.06%-20.3pp | 58.88%-45.1pp | 29.43%-15.6pp |
| Employer contribution / active EE | $2,148 | $1,611+33.3% | $4,305-50.1% | $2,241-4.1% |
| Participant deferral / active EE | $4,391 | $2,255+94.8% | $5,540-20.7% | $3,767+16.6% |
| Admin fee / account holder | $42 | $2,189-98.1% | $14,329-99.7% | $2,969-98.6% |