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... | $58,968 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,550 | $86,286+65.2% | $111,297+28.1% | $85,850+66.0% |
| Participation rate | 89.4% | 73.3%+16.1pp | 77.3%+12.1pp | 69.3%+20.1pp |
| Annual return | 14.21% | 19.99%-5.8pp | 54.65%-40.4pp | 318.53%-304.3pp |
| Employer contribution / active EE | $3,026 | $2,043+48.1% | $2,731+10.8% | $2,565+18.0% |
| Participant deferral / active EE | $5,080 | $3,641+39.5% | $4,487+13.2% | $3,952+28.5% |
| Admin fee / account holder | $42 | $8,188-99.5% | $7,964-99.5% | $6,260-99.3% |