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 7-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 GROUP7+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Recordkeeping... | $77,331 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,381 | $80,724+52.8% | $103,333+19.4% | $74,495+65.6% |
| Participation rate | 82.7% | 65.7%+17.0pp | 74.5%+8.2pp | 67.2%+15.5pp |
| Annual return | 16.80% | 27.56%-10.8pp | 24.88%-8.1pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $2,368 | $3,157-25.0% | $3,868-38.8% | $2,623-9.7% |
| Participant deferral / active EE | $6,358 | $3,860+64.7% | $5,057+25.7% | $4,346+46.3% |
| Admin fee / account holder | $419 | $2,368-82.3% | $8,355-95.0% | $1,942-78.4% |