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 GROUP9+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $29,228 |
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 | $303,579 | $91,407+232.1% | $135,903+123.4% | $71,457+324.8% |
| Participation rate | 97.7% | 75.7%+22.0pp | 81.9%+15.7pp | 67.9%+29.7pp |
| Annual return | 22.33% | 29.90%-7.6pp | 68.23%-45.9pp | 28.85%-6.5pp |
| Employer contribution / active EE | $7,340 | $3,703+98.2% | $4,856+51.1% | $2,588+183.7% |
| Participant deferral / active EE | $10,957 | $7,092+54.5% | $7,758+41.2% | $4,289+155.5% |
| Admin fee / account holder | $133 | $1,266-89.5% | $10,762-98.8% | $1,587-91.6% |