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 GROUP11+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $129,336 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,776 | $95,880-18.9% | $107,525-27.7% | $85,563-9.1% |
| Participation rate | 98.7% | 70.1%+28.5pp | 75.1%+23.6pp | 66.0%+32.7pp |
| Annual return | 17.25% | 68.06%-50.8pp | 181.32%-164.1pp | 31.51%-14.3pp |
| Employer contribution / active EE | $3,037 | $3,812-20.3% | $3,754-19.1% | $2,654+14.4% |
| Participant deferral / active EE | $8,512 | $4,201+102.6% | $5,116+66.4% | $4,375+94.6% |
| Admin fee / account holder | $45 | $1,025-95.6% | $8,919-99.5% | $834-94.6% |