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 6-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 GROUP5 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $3,881 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,006 | $86,944-44.8% | $107,525-55.4% | $74,304-35.4% |
| Participation rate | 96.7% | 59.6%+37.1pp | 75.1%+21.6pp | 60.3%+36.3pp |
| Annual return | 16.67% | 23.52%-6.8pp | 181.32%-164.6pp | 29.43%-12.8pp |
| Employer contribution / active EE | $3,416 | $2,757+23.9% | $3,754-9.0% | $2,241+52.4% |
| Participant deferral / active EE | $8,648 | $3,554+143.3% | $5,116+69.0% | $3,767+129.5% |
| Admin fee / account holder | $25 | $3,727-99.3% | $8,919-99.7% | $2,969-99.1% |