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 GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $48,955 |
Service code 10 · EIN 74-2859143 | Accounting | $15,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,851 | $138,347-0.4% | $184,203-25.2% | $80,856+70.5% |
| Participation rate | 75.6% | 83.9%-8.3pp | 86.8%-11.2pp | 67.6%+7.9pp |
| Annual return | 11.59% | 20.02%-8.4pp | 28.81%-17.2pp | 35.59%-24.0pp |
| Employer contribution / active EE | $2,581 | $4,850-46.8% | $6,427-59.8% | $2,755-6.3% |
| Participant deferral / active EE | $6,299 | $7,071-10.9% | $9,131-31.0% | $4,296+46.6% |
| Admin fee / account holder | $244 | $10,483-97.7% | $13,901-98.2% | $6,918-96.5% |