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 GROUP6 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $78,752 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,862 | $122,239-31.4% | $184,203-54.5% | $74,495+12.6% |
| Participation rate | 97.6% | 85.5%+12.1pp | 86.8%+10.7pp | 67.2%+30.4pp |
| Annual return | 12.13% | 19.95%-7.8pp | 28.81%-16.7pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $3,017 | $4,537-33.5% | $6,427-53.1% | $2,623+15.0% |
| Participant deferral / active EE | $5,136 | $7,139-28.1% | $9,131-43.8% | $4,346+18.2% |
| Admin fee / account holder | $3 | $1,260-99.8% | $13,901-100.0% | $1,942-99.9% |