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 7-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 | Recordkeeping and information managem... | $96,297 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,811 | $92,090+10.6% | $106,201-4.1% | $77,671+31.1% |
| Participation rate | 100.0% | 81.0%+19.0pp | 75.3%+24.7pp | 70.6%+29.4pp |
| Annual return | 16.91% | 17.89%-1.0pp | 116.26%-99.4pp | 31.21%-14.3pp |
| Employer contribution / active EE | $19,423 | $3,368+476.6% | $3,170+512.8% | $2,726+612.4% |
| Participant deferral / active EE | $18,034 | $5,386+234.8% | $5,012+259.8% | $4,648+288.0% |
| Admin fee / account holder | $77 | $219-64.7% | $11,039-99.3% | $430-82.0% |