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 GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $1,720 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,461 | $130,194+97.8% | $169,993+51.5% | $71,457+260.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 17.98% | 20.37%-2.4pp | 53.37%-35.4pp | 28.85%-10.9pp |
| Employer contribution / active EE | $7,709 | $4,381+76.0% | $6,785+13.6% | $2,588+197.9% |
| Participant deferral / active EE | $18,551 | $6,923+168.0% | $10,408+78.2% | $4,289+332.5% |
| Admin fee / account holder | $9 | $966-99.1% | $12,815-99.9% | $1,587-99.4% |