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 | Recordkeeping and information managem... | $23,463 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,115 | $60,124-61.6% | $90,404-74.4% | $79,858-71.1% |
| Participation rate | 90.9% | 65.0%+25.9pp | 72.7%+18.2pp | 69.6%+21.3pp |
| Annual return | 14.02% | 71.94%-57.9pp | 1293.02%-1279.0pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,200 | $2,068-42.0% | $3,262-63.2% | $2,471-51.4% |
| Participant deferral / active EE | $1,969 | $2,938-33.0% | $3,963-50.3% | $3,740-47.4% |
| Admin fee / account holder | $90 | $3,976-97.7% | $5,611-98.4% | $5,306-98.3% |