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 GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $68,792 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,395 | $86,929+62.7% | $102,423+38.0% | $80,856+74.9% |
| Participation rate | 89.1% | 72.4%+16.7pp | 76.5%+12.6pp | 67.6%+21.5pp |
| Annual return | 14.48% | 18.88%-4.4pp | 29.32%-14.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $2,878 | $2,369+21.5% | $3,023-4.8% | $2,755+4.5% |
| Participant deferral / active EE | $4,818 | $4,118+17.0% | $5,053-4.7% | $4,296+12.1% |
| Admin fee / account holder | $55 | $8,049-99.3% | $9,451-99.4% | $6,918-99.2% |