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 7-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 | Direct payment from the plan; Recordk... | $5,563 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,664 | $76,050-57.0% | $96,544-66.2% | $71,457-54.3% |
| Participation rate | 82.5% | 74.4%+8.1pp | 76.0%+6.6pp | 67.9%+14.6pp |
| Annual return | 16.70% | 22.81%-6.1pp | 25.84%-9.1pp | 28.85%-12.1pp |
| Employer contribution / active EE | $2,045 | $2,244-8.9% | $2,965-31.0% | $2,588-21.0% |
| Participant deferral / active EE | $3,463 | $4,215-17.9% | $4,851-28.6% | $4,289-19.3% |
| Admin fee / account holder | $41 | $2,707-98.5% | $8,252-99.5% | $1,587-97.4% |