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 | Recordkeeping and information managem... | $66,953 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,309 | $63,442+18.7% | $68,791+9.5% | $66,914+12.5% |
| Participation rate | 96.8% | 60.0%+36.8pp | 69.0%+27.7pp | 69.8%+27.0pp |
| Annual return | -16.95% | -8.29%-8.7pp | -6.38%-10.6pp | 1.58%-18.5pp |
| Employer contribution / active EE | $464 | $1,775-73.9% | $2,655-82.5% | $2,544-81.8% |
| Participant deferral / active EE | $6,081 | $2,945+106.5% | $3,941+54.3% | $4,237+43.5% |
| Admin fee / account holder | $27 | $577-95.4% | $4,932-99.5% | $593-95.5% |