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 GROUP4 years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Recordkeepi... | $6,456 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,700 | $52,406-3.3% | $129,207-60.8% | $74,495-31.9% |
| Participation rate | 98.7% | 53.8%+44.9pp | 69.6%+29.1pp | 67.2%+31.5pp |
| Annual return | 14.11% | 15.66%-1.5pp | 9417.33%-9403.2pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $2,082 | $1,531+36.1% | $4,153-49.9% | $2,623-20.6% |
| Participant deferral / active EE | $3,316 | $2,794+18.7% | $4,168-20.4% | $4,346-23.7% |
| Admin fee / account holder | $24 | $2,633-99.1% | $7,715-99.7% | $1,942-98.7% |