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 | Direct payment from the plan; Distrib... | $10,792 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,931 | $45,602-14.6% | $117,472-66.9% | $66,914-41.8% |
| Participation rate | 99.3% | 57.6%+41.7pp | 70.6%+28.7pp | 69.8%+29.5pp |
| Annual return | -17.88% | -16.74%-1.1pp | 29.74%-47.6pp | 1.58%-19.5pp |
| Employer contribution / active EE | $1,903 | $1,579+20.6% | $4,176-54.4% | $2,544-25.2% |
| Participant deferral / active EE | $3,116 | $2,845+9.5% | $4,070-23.5% | $4,237-26.5% |
| Admin fee / account holder | $24 | $661-96.3% | $5,645-99.6% | $593-95.9% |