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 GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $55,465 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,400 | $100,923-19.3% | $150,045-45.7% | $74,304+9.5% |
| Participation rate | 77.6% | 70.1%+7.5pp | 82.3%-4.8pp | 60.3%+17.2pp |
| Annual return | 18.63% | 51.77%-33.1pp | 62.55%-43.9pp | 29.43%-10.8pp |
| Employer contribution / active EE | $3,400 | $3,463-1.8% | $4,693-27.6% | $2,241+51.7% |
| Participant deferral / active EE | $7,288 | $6,709+8.6% | $7,997-8.9% | $3,767+93.4% |
| Admin fee / account holder | $14 | $2,767-99.5% | $13,435-99.9% | $2,969-99.5% |