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 |
|---|---|---|
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $97,700 |
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $35,769 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,769 | $106,028-19.1% | $146,958-41.6% | $77,643+10.5% |
| Participation rate | 73.3% | 78.4%-5.1pp | 82.2%-8.9pp | 70.6%+2.7pp |
| Annual return | 16.00% | 56.73%-40.7pp | 418.34%-402.3pp | 31.24%-15.2pp |
| Employer contribution / active EE | $2,305 | $4,063-43.3% | $4,933-53.3% | $2,726-15.4% |
| Participant deferral / active EE | $8,188 | $7,990+2.5% | $8,070+1.5% | $4,647+76.2% |
| Admin fee / account holder | $203 | $337-39.8% | $12,998-98.4% | $430-52.8% |