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 GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $66,728 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,519 | $121,341-20.5% | $189,513-49.1% | $79,386+21.6% |
| Participation rate | 81.4% | 86.1%-4.7pp | 87.8%-6.4pp | 70.7%+10.7pp |
| Annual return | 14.84% | 21.08%-6.2pp | 555.15%-540.3pp | 116.85%-102.0pp |
| Employer contribution / active EE | $2,997 | $3,915-23.4% | $6,162-51.4% | $2,427+23.5% |
| Participant deferral / active EE | $4,030 | $6,395-37.0% | $8,221-51.0% | $4,046-0.4% |
| Admin fee / account holder | $33 | $651-95.0% | $12,045-99.7% | $626-94.8% |