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... | $32,986 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,291 | $80,673-40.1% | $101,326-52.3% | $84,808-43.1% |
| Participation rate | 95.1% | 77.8%+17.3pp | 81.5%+13.6pp | 68.3%+26.8pp |
| Annual return | 15.33% | 38.95%-23.6pp | 36.82%-21.5pp | 40.90%-25.6pp |
| Employer contribution / active EE | $923 | $2,698-65.8% | $3,665-74.8% | $2,631-64.9% |
| Participant deferral / active EE | $7,683 | $6,840+12.3% | $7,994-3.9% | $4,212+82.4% |
| Admin fee / account holder | $55 | $12,784-99.6% | $11,185-99.5% | $7,344-99.2% |