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 GROUP9+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $55,313 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,588 | $54,701-24.0% | $86,188-51.7% | $71,457-41.8% |
| Participation rate | 92.1% | 60.1%+32.0pp | 69.0%+23.2pp | 67.9%+24.2pp |
| Annual return | 21.02% | 20.06%+1.0pp | 1168.45%-1147.4pp | 28.85%-7.8pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,380-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,240 | $3,108-27.9% | $3,985-43.8% | $4,289-47.8% |
| Admin fee / account holder | $151 | $1,922-92.2% | $6,852-97.8% | $1,587-90.5% |