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 GROUP7+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $49,130 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,589 | $70,879-54.0% | $189,557-82.8% | $79,386-58.9% |
| Participation rate | 93.5% | 68.0%+25.6pp | 78.4%+15.1pp | 70.7%+22.8pp |
| Annual return | 17.03% | 20.70%-3.7pp | 64.17%-47.1pp | 116.85%-99.8pp |
| Employer contribution / active EE | $1,035 | $1,806-42.7% | $4,412-76.5% | $2,427-57.4% |
| Participant deferral / active EE | $2,385 | $4,081-41.6% | $6,174-61.4% | $4,046-41.0% |
| Admin fee / account holder | $98 | $647-84.8% | $9,807-99.0% | $626-84.3% |