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 GROUP2 years Filed as: STANDCORP FINANCIAL GROUP Service code 10 · EIN 93-1253576 | Accounting | $37,407 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,679 | $91,760+86.0% | $156,181+9.3% | $67,986+151.1% |
| Participation rate | 76.9% | 65.0%+11.8pp | 78.8%-2.0pp | 57.2%+19.6pp |
| Annual return | 13.93% | 18.14%-4.2pp | 64.87%-50.9pp | 31.67%-17.7pp |
| Employer contribution / active EE | $3,850 | $2,419+59.1% | $4,294-10.3% | $2,019+90.7% |
| Participant deferral / active EE | $5,232 | $3,960+32.1% | $6,132-14.7% | $3,358+55.8% |
| Admin fee / account holder | $383 | $3,949-90.3% | $14,586-97.4% | $3,203-88.1% |