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 GROUP9+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $55,798 |
Service code 27 · EIN 82-0759826 | Advisory (Plan) | $45,035 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,491 | $49,693-44.7% | $70,515-61.0% | $74,419-63.1% |
| Participation rate | 87.1% | 64.7%+22.5pp | 68.3%+18.8pp | 70.7%+16.4pp |
| Annual return | 15.19% | 21.22%-6.0pp | 32.77%-17.6pp | 34.38%-19.2pp |
| Employer contribution / active EE | $709 | $1,773-60.0% | $2,973-76.2% | $2,637-73.1% |
| Participant deferral / active EE | $5,276 | $3,376+56.3% | $4,567+15.5% | $4,528+16.5% |
| Admin fee / account holder | $127 | $316-59.8% | $6,412-98.0% | $348-63.5% |