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 GROUP7+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $100,791 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,836 | $93,131-15.3% | $106,548-26.0% | $86,799-9.2% |
| Participation rate | 83.4% | 81.4%+1.9pp | 76.1%+7.2pp | 72.3%+11.1pp |
| Annual return | 13.52% | 19.45%-5.9pp | 26.80%-13.3pp | 97.91%-84.4pp |
| Employer contribution / active EE | $1,897 | $2,895-34.5% | $2,819-32.7% | $2,405-21.2% |
| Participant deferral / active EE | $3,341 | $4,708-29.0% | $4,398-24.0% | $4,131-19.1% |
| Admin fee / account holder | $41 | $145-71.8% | $7,407-99.4% | $170-75.9% |