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 GROUP6+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Custodial ... | $107,448 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,294 | $78,275+47.3% | $109,143+5.6% | $86,799+32.8% |
| Participation rate | 99.2% | 73.8%+25.3pp | 75.9%+23.3pp | 72.3%+26.9pp |
| Annual return | 12.19% | 19.14%-7.0pp | 25.75%-13.6pp | 97.91%-85.7pp |
| Employer contribution / active EE | $6,128 | $3,105+97.4% | $3,722+64.6% | $2,405+154.8% |
| Participant deferral / active EE | $6,258 | $3,641+71.9% | $4,653+34.5% | $4,131+51.5% |
| Admin fee / account holder | $182 | $198-8.4% | $6,752-97.3% | $170+7.2% |