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 | Recordkeeping and information managem... | $106,561 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,536 | $54,193-16.0% | $93,606-51.4% | $77,643-41.4% |
| Participation rate | 96.1% | 63.9%+32.2pp | 68.7%+27.4pp | 70.6%+25.5pp |
| Annual return | 15.83% | 30.54%-14.7pp | 133.20%-117.4pp | 31.24%-15.4pp |
| Employer contribution / active EE | $1,435 | $1,168+22.8% | $2,420-40.7% | $2,726-47.4% |
| Participant deferral / active EE | $5,142 | $3,144+63.5% | $4,411+16.6% | $4,647+10.6% |
| Admin fee / account holder | $15 | $576-97.4% | $8,285-99.8% | $430-96.6% |