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 GROUP8+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $40,606 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,717 | $65,061-23.6% | $143,757-65.4% | $66,914-25.7% |
| Participation rate | 94.4% | 65.2%+29.2pp | 80.3%+14.1pp | 69.8%+24.6pp |
| Annual return | -17.33% | -11.14%-6.2pp | -0.04%-17.3pp | 1.58%-18.9pp |
| Employer contribution / active EE | $2,303 | $2,361-2.4% | $4,951-53.5% | $2,544-9.5% |
| Participant deferral / active EE | $4,761 | $2,919+63.1% | $5,637-15.5% | $4,237+12.4% |
| Admin fee / account holder | $22 | $502-95.6% | $14,673-99.8% | $593-96.3% |