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 GROUP5 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $55,379 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $37,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,565 | $122,239-33.3% | $184,203-55.7% | $74,495+9.5% |
| Participation rate | 90.9% | 85.5%+5.4pp | 86.8%+4.0pp | 67.2%+23.7pp |
| Annual return | 13.22% | 19.95%-6.7pp | 28.81%-15.6pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $3,398 | $4,537-25.1% | $6,427-47.1% | $2,623+29.6% |
| Participant deferral / active EE | $4,012 | $7,139-43.8% | $9,131-56.1% | $4,346-7.7% |
| Admin fee / account holder | $276 | $1,260-78.1% | $13,901-98.0% | $1,942-85.8% |