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 GROUP7 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $37,878 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,927 | $48,335+50.9% | $121,098-39.8% | $71,457+2.1% |
| Participation rate | 70.8% | 54.3%+16.5pp | 69.5%+1.3pp | 67.9%+2.8pp |
| Annual return | 18.29% | 23.32%-5.0pp | 985.75%-967.5pp | 28.85%-10.6pp |
| Employer contribution / active EE | $2,288 | $1,489+53.7% | $4,164-45.1% | $2,588-11.6% |
| Participant deferral / active EE | $5,080 | $2,754+84.5% | $4,080+24.5% | $4,289+18.5% |
| Admin fee / account holder | $21 | $1,841-98.8% | $5,644-99.6% | $1,587-98.7% |