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 GROUP6+ years Filed as: STANCORP FINCIAL GROUP Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $6,570 |
STANCORP FINANCIAL GROUP6+ years Service code 60 | Sub-TA Fees | $1,696 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,148 | $58,879+39.5% | $178,490-54.0% | $73,488+11.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 15.11% | 24.86%-9.7pp | 151.07%-136.0pp | 28.51%-13.4pp |
| Employer contribution / active EE | $1,571 | $2,236-29.7% | $5,011-68.6% | $2,270-30.8% |
| Participant deferral / active EE | $3,215 | $2,567+25.2% | $5,202-38.2% | $3,740-14.0% |
| Admin fee / account holder | $28 | $400-92.9% | $13,984-99.8% | $513-94.5% |