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 | Direct payment from the plan; Claims ... | $24,553 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $5,276 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,569 | $54,350-53.0% | $82,719-69.1% | $68,494-62.7% |
| Participation rate | 87.3% | 63.9%+23.4pp | 72.6%+14.8pp | 67.9%+19.5pp |
| Annual return | -16.09% | -13.67%-2.4pp | 701.18%-717.3pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,440 | $2,218-35.1% | $3,009-52.1% | $2,596-44.5% |
| Participant deferral / active EE | $2,397 | $3,246-26.2% | $4,395-45.5% | $4,027-40.5% |
| Admin fee / account holder | $119 | $4,395-97.3% | $5,329-97.8% | $5,403-97.8% |