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 GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $30,941 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $9,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,243 | $34,934+63.9% | $56,411+1.5% | $74,495-23.2% |
| Participation rate | 91.4% | 32.8%+58.6pp | 52.5%+38.9pp | 67.2%+24.2pp |
| Annual return | 11.25% | 25.94%-14.7pp | 1701.33%-1690.1pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $705 | $609+15.7% | $1,039-32.2% | $2,623-73.1% |
| Participant deferral / active EE | $4,399 | $1,170+275.9% | $1,952+125.4% | $4,346+1.2% |
| Admin fee / account holder | $113 | $2,364-95.2% | $2,829-96.0% | $1,942-94.2% |