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 GROUP9+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $45,641 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,959 | $50,815-64.7% | $155,509-88.5% | $77,643-76.9% |
| Participation rate | 82.8% | 63.1%+19.7pp | 78.2%+4.7pp | 70.6%+12.3pp |
| Annual return | 19.35% | 34.80%-15.5pp | 64.67%-45.3pp | 31.24%-11.9pp |
| Employer contribution / active EE | $1,160 | $1,993-41.8% | $4,672-75.2% | $2,726-57.4% |
| Participant deferral / active EE | $1,821 | $2,822-35.5% | $5,626-67.6% | $4,647-60.8% |
| Admin fee / account holder | $142 | $437-67.5% | $15,912-99.1% | $430-67.1% |