Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $62,179 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,678 | $106,110-42.8% | $147,005-58.7% | $77,671-21.9% |
| Participation rate | 72.7% | 78.4%-5.7pp | 82.2%-9.5pp | 70.6%+2.1pp |
| Annual return | 14.59% | 56.77%-42.2pp | 418.76%-404.2pp | 31.21%-16.6pp |
| Employer contribution / active EE | $1,614 | $4,065-60.3% | $4,934-67.3% | $2,726-40.8% |
| Participant deferral / active EE | $7,262 | $7,992-9.1% | $8,070-10.0% | $4,648+56.2% |
| Admin fee / account holder | $187 | $338-44.5% | $13,006-98.6% | $430-56.5% |