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 GROUP7+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $20,894 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $6,494 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,569 | $65,409-59.4% | $98,442-73.0% | $85,850-69.1% |
| Participation rate | 86.0% | 65.0%+21.0pp | 73.3%+12.7pp | 69.3%+16.7pp |
| Annual return | 16.06% | 21.76%-5.7pp | 1492.73%-1476.7pp | 318.53%-302.5pp |
| Employer contribution / active EE | $1,343 | $2,168-38.0% | $2,960-54.6% | $2,565-47.6% |
| Participant deferral / active EE | $2,044 | $3,166-35.4% | $4,276-52.2% | $3,952-48.3% |
| Admin fee / account holder | $89 | $4,593-98.1% | $5,949-98.5% | $6,260-98.6% |