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 GROUP6+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $40,966 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,875 | $61,156-65.9% | $185,823-88.8% | $79,386-73.7% |
| Participation rate | 83.5% | 66.6%+16.9pp | 81.7%+1.8pp | 70.7%+12.8pp |
| Annual return | 32.60% | 19.45%+13.2pp | 122.05%-89.4pp | 116.85%-84.2pp |
| Employer contribution / active EE | $1,064 | $2,321-54.2% | $5,167-79.4% | $2,427-56.2% |
| Participant deferral / active EE | $1,965 | $2,789-29.5% | $5,568-64.7% | $4,046-51.4% |
| Admin fee / account holder | $161 | $710-77.3% | $16,237-99.0% | $626-74.3% |