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... | $25,005 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,003 | $109,881+18.3% | $150,045-13.4% | $84,808+53.3% |
| Participation rate | 90.7% | 76.1%+14.7pp | 82.3%+8.4pp | 68.3%+22.4pp |
| Annual return | 14.39% | 28.25%-13.9pp | 62.55%-48.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $855 | $3,561-76.0% | $4,693-81.8% | $2,631-67.5% |
| Participant deferral / active EE | $8,523 | $6,636+28.4% | $7,997+6.6% | $4,212+102.4% |
| Admin fee / account holder | $281 | $8,568-96.7% | $13,435-97.9% | $7,344-96.2% |