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 GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping fees; Direct payment fr... | $43,211 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $26,203 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,423 | $78,485-49.8% | $106,213-62.9% | $74,495-47.1% |
| Participation rate | 92.6% | 72.8%+19.8pp | 75.3%+17.3pp | 67.2%+25.4pp |
| Annual return | 13.62% | 15.95%-2.3pp | 116.14%-102.5pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $1,355 | $2,523-46.3% | $3,171-57.3% | $2,623-48.3% |
| Participant deferral / active EE | $3,173 | $4,322-26.6% | $5,016-36.7% | $4,346-27.0% |
| Admin fee / account holder | $261 | $2,232-88.3% | $11,033-97.6% | $1,942-86.6% |