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 | Recordkeeping and information managem... | $40,750 |
BAIRD FUNDS7+ years Filed as: ROBERT W. BAIRD & CO., INC. Service code 27 · EIN 39-6037917 | Advisory (Plan) | $34,976 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,797 | $77,660+107.1% | $109,143+47.3% | $79,386+102.5% |
| Participation rate | 99.5% | 67.8%+31.7pp | 75.9%+23.6pp | 70.7%+28.8pp |
| Annual return | 14.80% | 23.44%-8.6pp | 25.75%-10.9pp | 116.85%-102.0pp |
| Employer contribution / active EE | $5,539 | $2,797+98.0% | $3,722+48.8% | $2,427+128.2% |
| Participant deferral / active EE | $9,227 | $3,518+162.3% | $4,653+98.3% | $4,046+128.1% |
| Admin fee / account holder | $135 | $732-81.6% | $6,752-98.0% | $626-78.4% |