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); Di... | $9,933 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,812 | $53,165-45.8% | $86,188-66.6% | $74,419-61.3% |
| Participation rate | 94.4% | 64.9%+29.5pp | 69.0%+25.4pp | 70.7%+23.7pp |
| Annual return | 19.63% | 22.64%-3.0pp | 1168.45%-1148.8pp | 34.38%-14.8pp |
| Employer contribution / active EE | $2,022 | $1,210+67.1% | $2,380-15.0% | $2,637-23.3% |
| Participant deferral / active EE | $3,627 | $3,234+12.1% | $3,985-9.0% | $4,528-19.9% |
| Admin fee / account holder | $15 | $551-97.3% | $6,852-99.8% | $348-95.6% |