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 GROUP6+ years Service code 12 · EIN 93-1253576 | Other fees; Recordkeeping and informa... | $81,190 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,168 | $85,135-23.5% | $98,907-34.1% | $73,409-11.2% |
| Participation rate | 95.4% | 81.1%+14.3pp | 76.0%+19.4pp | 72.2%+23.2pp |
| Annual return | 15.57% | 19.14%-3.6pp | 196.43%-180.9pp | 59.29%-43.7pp |
| Employer contribution / active EE | $1,722 | $2,721-36.7% | $2,689-36.0% | $2,234-22.9% |
| Participant deferral / active EE | $3,457 | $4,349-20.5% | $4,244-18.5% | $3,805-9.1% |
| Admin fee / account holder | $41 | $139-70.5% | $6,642-99.4% | $158-73.9% |