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... | $72,822 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,865 | $60,776+49.5% | $85,682+6.0% | $79,386+14.5% |
| Participation rate | 92.0% | 62.1%+29.9pp | 69.9%+22.1pp | 70.7%+21.3pp |
| Annual return | 15.31% | 16.57%-1.3pp | 21.49%-6.2pp | 116.85%-101.5pp |
| Employer contribution / active EE | $421 | $1,663-74.7% | $2,618-83.9% | $2,427-82.7% |
| Participant deferral / active EE | $5,479 | $2,919+87.7% | $3,923+39.7% | $4,046+35.4% |
| Admin fee / account holder | $20 | $438-95.4% | $6,873-99.7% | $626-96.8% |