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 4-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 | Claims processing; Recordkeeping and ... | $22,764 |
Service code 27 · EIN 82-0759826 | Advisory (Plan) | $21,952 |
LMBC, PC2 years Service code 10 · EIN 62-1199757 | Accounting | $12,500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,556 | $54,517-21.9% | $75,972-44.0% | $74,495-42.9% |
| Participation rate | 85.4% | 60.3%+25.1pp | 69.1%+16.3pp | 67.2%+18.2pp |
| Annual return | 10.45% | 31.82%-21.4pp | 359.55%-349.1pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $600 | $1,777-66.2% | $2,685-77.6% | $2,623-77.1% |
| Participant deferral / active EE | $3,916 | $3,066+27.7% | $4,255-8.0% | $4,346-9.9% |
| Admin fee / account holder | $299 | $2,229-86.6% | $6,467-95.4% | $1,942-84.6% |