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 GROUP3 years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Custodial ... | $7,192 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,898 | $48,335-9.2% | $121,098-63.7% | $71,457-38.6% |
| Participation rate | 99.3% | 54.3%+45.1pp | 69.5%+29.8pp | 67.9%+31.4pp |
| Annual return | 16.61% | 23.32%-6.7pp | 985.75%-969.1pp | 28.85%-12.2pp |
| Employer contribution / active EE | $1,998 | $1,489+34.2% | $4,164-52.0% | $2,588-22.8% |
| Participant deferral / active EE | $3,125 | $2,754+13.5% | $4,080-23.4% | $4,289-27.1% |
| Admin fee / account holder | $19 | $1,841-99.0% | $5,644-99.7% | $1,587-98.8% |