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 GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $68,356 |
Service code 27 · EIN 82-0759826 | Advisory (Plan) | $44,062 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,680 | $55,416-42.8% | $75,972-58.3% | $77,643-59.2% |
| Participation rate | 87.9% | 63.6%+24.3pp | 69.1%+18.8pp | 70.6%+17.3pp |
| Annual return | 12.35% | 17.07%-4.7pp | 359.55%-347.2pp | 31.24%-18.9pp |
| Employer contribution / active EE | $574 | $1,788-67.9% | $2,685-78.6% | $2,726-78.9% |
| Participant deferral / active EE | $5,063 | $3,447+46.9% | $4,255+19.0% | $4,647+8.9% |
| Admin fee / account holder | $135 | $414-67.3% | $6,467-97.9% | $430-68.6% |