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); Cl... | $40,241 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,643 | $101,499-3.8% | $147,005-33.6% | $74,546+31.0% |
| Participation rate | 94.6% | 75.5%+19.1pp | 82.2%+12.5pp | 67.2%+27.4pp |
| Annual return | 16.41% | 8732.34%-8715.9pp | 418.76%-402.4pp | 1366.03%-1349.6pp |
| Employer contribution / active EE | $6,171 | $3,811+61.9% | $4,934+25.1% | $2,624+135.1% |
| Participant deferral / active EE | $18,519 | $7,304+153.5% | $8,070+129.5% | $4,347+326.0% |
| Admin fee / account holder | $215 | $1,748-87.7% | $13,006-98.3% | $1,944-88.9% |