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 GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $28,966 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,459 | $49,915-35.0% | $154,803-79.0% | $74,304-56.3% |
| Participation rate | 96.2% | 54.0%+42.3pp | 78.1%+18.1pp | 60.3%+35.9pp |
| Annual return | 12.53% | 34.06%-21.5pp | 58.88%-46.4pp | 29.43%-16.9pp |
| Employer contribution / active EE | $2,113 | $1,611+31.1% | $4,305-50.9% | $2,241-5.7% |
| Participant deferral / active EE | $0 | $2,255-100.0% | $5,540-100.0% | $3,767-100.0% |
| Admin fee / account holder | $113 | $2,189-94.8% | $14,329-99.2% | $2,969-96.2% |