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 GROUP9 years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Direct paym... | $36,277 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,785 | $62,127+18.8% | $81,382-9.3% | $74,495-1.0% |
| Participation rate | 89.4% | 64.0%+25.3pp | 69.5%+19.9pp | 67.2%+22.2pp |
| Annual return | 16.43% | 16.48%-0.1pp | 24.73%-8.3pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $2,951 | $1,882+56.8% | $2,463+19.8% | $2,623+12.5% |
| Participant deferral / active EE | $4,863 | $3,229+50.6% | $3,883+25.2% | $4,346+11.9% |
| Admin fee / account holder | $143 | $1,934-92.6% | $5,768-97.5% | $1,942-92.6% |