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 | Recordkeeping and information managem... | $63,094 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,272 | $88,890-26.6% | $102,423-36.3% | $77,643-15.9% |
| Participation rate | 76.9% | 80.9%-4.0pp | 76.5%+0.4pp | 70.6%+6.4pp |
| Annual return | 15.36% | 24.98%-9.6pp | 29.32%-14.0pp | 31.24%-15.9pp |
| Employer contribution / active EE | $2,454 | $2,698-9.0% | $3,023-18.8% | $2,726-10.0% |
| Participant deferral / active EE | $5,038 | $5,145-2.1% | $5,053-0.3% | $4,647+8.4% |
| Admin fee / account holder | $26 | $235-89.0% | $9,451-99.7% | $430-94.0% |