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 GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $109,377 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,555 | $80,724+56.8% | $103,333+22.5% | $74,495+69.9% |
| Participation rate | 98.9% | 65.7%+33.3pp | 74.5%+24.4pp | 67.2%+31.7pp |
| Annual return | 17.03% | 27.56%-10.5pp | 24.88%-7.9pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $2,771 | $3,157-12.2% | $3,868-28.4% | $2,623+5.6% |
| Participant deferral / active EE | $8,507 | $3,860+120.4% | $5,057+68.2% | $4,346+95.8% |
| Admin fee / account holder | $54 | $2,368-97.7% | $8,355-99.4% | $1,942-97.2% |