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 9-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 GROUP5+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Custodial ... | $106,854 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,799 | $91,517+20.0% | $101,248+8.4% | $73,409+49.6% |
| Participation rate | 98.9% | 73.8%+25.1pp | 75.8%+23.1pp | 72.2%+26.7pp |
| Annual return | 14.17% | 17.17%-3.0pp | 46.47%-32.3pp | 59.29%-45.1pp |
| Employer contribution / active EE | $5,883 | $2,877+104.5% | $3,660+60.8% | $2,234+163.4% |
| Participant deferral / active EE | $5,920 | $3,338+77.3% | $4,370+35.5% | $3,805+55.6% |
| Admin fee / account holder | $202 | $216-6.4% | $5,945-96.6% | $158+28.0% |