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 GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $42,160 |
Service code 27 · EIN 74-2096435 | Advisory (Plan) | $27,356 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,436 | $84,784-41.7% | $98,439-49.8% | $74,419-33.6% |
| Participation rate | 81.8% | 81.5%+0.2pp | 75.2%+6.6pp | 70.7%+11.0pp |
| Annual return | 16.62% | 20.59%-4.0pp | 21.16%-4.5pp | 34.38%-17.8pp |
| Employer contribution / active EE | $1,520 | $3,364-54.8% | $3,048-50.1% | $2,637-42.4% |
| Participant deferral / active EE | $4,544 | $5,218-12.9% | $4,738-4.1% | $4,528+0.3% |
| Admin fee / account holder | $262 | $204+28.3% | $8,948-97.1% | $348-24.6% |