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 GROUP6 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $57,590 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,720 | $52,208+10.6% | $86,612-33.4% | $74,419-22.4% |
| Participation rate | 94.2% | 66.3%+27.9pp | 71.7%+22.5pp | 70.7%+23.5pp |
| Annual return | 20.15% | 44.46%-24.3pp | 591.07%-570.9pp | 34.38%-14.2pp |
| Employer contribution / active EE | $524 | $2,282-77.1% | $3,022-82.7% | $2,637-80.1% |
| Participant deferral / active EE | $3,827 | $3,383+13.1% | $4,438-13.8% | $4,528-15.5% |
| Admin fee / account holder | $24 | $319-92.4% | $5,614-99.6% | $348-93.0% |