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 GROUP7 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $49,753 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,654 | $45,312+49.3% | $86,233-21.5% | $67,986-0.5% |
| Participation rate | 88.0% | 42.4%+45.6pp | 69.0%+19.0pp | 57.2%+30.8pp |
| Annual return | 14.87% | 24.79%-9.9pp | 61.39%-46.5pp | 31.67%-16.8pp |
| Employer contribution / active EE | $2,109 | $1,160+81.9% | $2,504-15.8% | $2,019+4.5% |
| Participant deferral / active EE | $3,655 | $2,185+67.3% | $4,559-19.8% | $3,358+8.9% |
| Admin fee / account holder | $69 | $3,295-97.9% | $8,342-99.2% | $3,203-97.8% |