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 GROUP8+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $25,478 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,556 | $64,707+18.3% | $112,228-31.8% | $68,494+11.8% |
| Participation rate | 82.9% | 67.2%+15.8pp | 75.1%+7.9pp | 67.9%+15.0pp |
| Annual return | -17.09% | -11.40%-5.7pp | 27.45%-44.5pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,734 | $2,746-36.9% | $3,635-52.3% | $2,596-33.2% |
| Participant deferral / active EE | $4,532 | $3,565+27.1% | $4,728-4.1% | $4,027+12.5% |
| Admin fee / account holder | $31 | $5,232-99.4% | $6,410-99.5% | $5,403-99.4% |