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 GROUP3+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $41,218 |
Service code 27 · EIN 81-0778477 | Advisory (Plan) | $6,225 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,611 | $63,299+10.0% | $91,001-23.5% | $62,292+11.7% |
| Participation rate | 83.6% | 73.3%+10.3pp | 75.6%+8.0pp | 69.5%+14.1pp |
| Annual return | 15.10% | 20.99%-5.9pp | 4.60%+10.5pp | 28.90%-13.8pp |
| Employer contribution / active EE | $1,616 | $1,807-10.6% | $2,456-34.2% | $2,042-20.9% |
| Participant deferral / active EE | $2,478 | $2,943-15.8% | $3,547-30.1% | $3,169-21.8% |
| Admin fee / account holder | $53 | $468-88.7% | $5,417-99.0% | $479-88.9% |