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 (securities); Direct paymen... | $42,973 |
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 | $254,585 | $84,487+201.3% | $125,339+103.1% | $66,914+280.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -18.16% | -8.39%-9.8pp | 572.05%-590.2pp | 1.58%-19.7pp |
| Employer contribution / active EE | $7,364 | $3,553+107.3% | $4,814+53.0% | $2,544+189.4% |
| Participant deferral / active EE | $10,902 | $6,781+60.8% | $7,446+46.4% | $4,237+157.3% |
| Admin fee / account holder | $194 | $685-71.7% | $10,010-98.1% | $593-67.3% |