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 GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $76,811 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,489 | $66,098+18.7% | $101,794-22.9% | $74,304+5.6% |
| Participation rate | 92.6% | 53.8%+38.8pp | 69.2%+23.4pp | 60.3%+32.2pp |
| Annual return | 15.23% | 19.59%-4.4pp | 30.53%-15.3pp | 29.43%-14.2pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $5,503 | $2,781+97.9% | $4,084+34.8% | $3,767+46.1% |
| Admin fee / account holder | $27 | $4,146-99.4% | $8,777-99.7% | $2,969-99.1% |