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 GROUP8+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $49,106 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,347 | $110,094-7.0% | $151,611-32.5% | $68,494+49.4% |
| Participation rate | 70.1% | 84.0%-13.8pp | 87.5%-17.4pp | 67.9%+2.2pp |
| Annual return | -13.93% | -10.12%-3.8pp | 3.33%-17.3pp | -7.84%-6.1pp |
| Employer contribution / active EE | $2,351 | $4,471-47.4% | $6,166-61.9% | $2,596-9.4% |
| Participant deferral / active EE | $5,118 | $6,527-21.6% | $8,363-38.8% | $4,027+27.1% |
| Admin fee / account holder | $134 | $7,719-98.3% | $11,616-98.8% | $5,403-97.5% |