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... | $49,448 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,091 | $50,982-56.7% | $154,803-85.7% | $85,563-74.2% |
| Participation rate | 76.5% | 59.8%+16.7pp | 78.1%-1.6pp | 66.0%+10.5pp |
| Annual return | 15.92% | 30.35%-14.4pp | 58.88%-43.0pp | 31.51%-15.6pp |
| Employer contribution / active EE | $1,339 | $1,708-21.6% | $4,305-68.9% | $2,654-49.5% |
| Participant deferral / active EE | $1,986 | $2,474-19.7% | $5,540-64.2% | $4,375-54.6% |
| Admin fee / account holder | $154 | $846-81.8% | $14,329-98.9% | $834-81.6% |