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 GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $25,510 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $10,664 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,943 | $55,415-62.2% | $155,509-86.5% | $74,495-71.9% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 13.92% | 268.50%-254.6pp | 64.67%-50.7pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $2,228 | $2,267-1.7% | $4,672-52.3% | $2,623-15.1% |
| Participant deferral / active EE | $2,968 | $2,836+4.7% | $5,626-47.2% | $4,346-31.7% |
| Admin fee / account holder | $168 | $1,738-90.3% | $15,912-98.9% | $1,942-91.3% |