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... | $76,182 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,502 | $59,417+13.6% | $93,606-27.9% | $74,495-9.4% |
| Participation rate | 93.0% | 59.7%+33.3pp | 68.7%+24.2pp | 67.2%+25.8pp |
| Annual return | 12.05% | 81.83%-69.8pp | 133.20%-121.1pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $5,108 | $3,050+67.5% | $4,411+15.8% | $4,346+17.5% |
| Admin fee / account holder | $25 | $3,021-99.2% | $8,285-99.7% | $1,942-98.7% |