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); Re... | $60,669 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,235 | $79,700-0.6% | $153,485-48.4% | $74,495+6.4% |
| Participation rate | 89.9% | 69.8%+20.0pp | 77.1%+12.8pp | 67.2%+22.7pp |
| Annual return | 16.32% | 15.07%+1.3pp | 15.65%+0.7pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $2,677 | $4,016-33.4% | $5,039-46.9% | $2,623+2.0% |
| Participant deferral / active EE | $3,853 | $5,315-27.5% | $6,757-43.0% | $4,346-11.3% |
| Admin fee / account holder | $38 | $1,790-97.9% | $12,724-99.7% | $1,942-98.0% |