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 GROUP11+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $73,212 |
Service code 27 · EIN 82-0759826 | Advisory (Plan) | $47,159 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,388 | $57,831-40.5% | $82,389-58.3% | $85,563-59.8% |
| Participation rate | 86.9% | 55.0%+31.9pp | 69.5%+17.3pp | 66.0%+20.9pp |
| Annual return | 12.73% | 17.86%-5.1pp | 28.67%-15.9pp | 31.51%-18.8pp |
| Employer contribution / active EE | $555 | $1,643-66.2% | $2,517-78.0% | $2,654-79.1% |
| Participant deferral / active EE | $4,908 | $3,118+57.4% | $4,155+18.1% | $4,375+12.2% |
| Admin fee / account holder | $138 | $1,391-90.1% | $7,231-98.1% | $834-83.5% |