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 GROUP3 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $3,411 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,434 | $76,050-17.9% | $96,544-35.3% | $71,457-12.6% |
| Participation rate | 81.6% | 74.4%+7.2pp | 76.0%+5.6pp | 67.9%+13.7pp |
| Annual return | 16.67% | 22.81%-6.1pp | 25.84%-9.2pp | 28.85%-12.2pp |
| Employer contribution / active EE | $644 | $2,244-71.3% | $2,965-78.3% | $2,588-75.1% |
| Participant deferral / active EE | $4,745 | $4,215+12.6% | $4,851-2.2% | $4,289+10.6% |
| Admin fee / account holder | $26 | $2,707-99.0% | $8,252-99.7% | $1,587-98.4% |