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... | $31,151 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,548 | $55,415-5.2% | $155,509-66.2% | $74,495-29.5% |
| Participation rate | 72.2% | 61.9%+10.3pp | 78.2%-6.0pp | 67.2%+5.0pp |
| Annual return | 14.56% | 268.50%-253.9pp | 64.67%-50.1pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $1,777 | $2,267-21.6% | $4,672-62.0% | $2,623-32.3% |
| Participant deferral / active EE | $3,192 | $2,836+12.6% | $5,626-43.3% | $4,346-26.5% |
| Admin fee / account holder | $23 | $1,738-98.7% | $15,912-99.9% | $1,942-98.8% |