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 | Sub-transfer agency fees; Direct paym... | $89,336 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,804 | $86,897-25.4% | $151,611-57.3% | $64,8080% |
| Participation rate | 94.8% | 87.3%+7.5pp | 87.5%+7.3pp | 71.5%+23.3pp |
| Annual return | -16.53% | -3.57%-13.0pp | 3.33%-19.9pp | 32.82%-49.4pp |
| Employer contribution / active EE | $2,530 | $4,010-36.9% | $6,166-59.0% | $2,506+1.0% |
| Participant deferral / active EE | $4,806 | $6,690-28.2% | $8,363-42.5% | $4,310+11.5% |
| Admin fee / account holder | $210 | $153+37.5% | $11,616-98.2% | $188+12.0% |