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 GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $8,019 |
Service code 27 · EIN 95-3845382 | Advisory (Plan) | $6,456 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,913 | $72,607-61.6% | $90,749-69.2% | $66,914-58.3% |
| Participation rate | 84.4% | 73.7%+10.8pp | 75.7%+8.7pp | 69.8%+14.6pp |
| Annual return | -13.21% | -12.28%-0.9pp | -12.16%-1.0pp | 1.58%-14.8pp |
| Employer contribution / active EE | $1,605 | $2,369-32.2% | $2,921-45.0% | $2,544-36.9% |
| Participant deferral / active EE | $2,937 | $3,977-26.2% | $4,564-35.6% | $4,237-30.7% |
| Admin fee / account holder | $124 | $707-82.5% | $8,445-98.5% | $593-79.1% |