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 GROUP3 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $65,685 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,216 | $102,553-23.7% | $151,611-48.4% | $66,914+16.9% |
| Participation rate | 78.6% | 85.5%-6.9pp | 87.5%-8.9pp | 69.8%+8.8pp |
| Annual return | -15.21% | -10.82%-4.4pp | 3.33%-18.5pp | 1.58%-16.8pp |
| Employer contribution / active EE | $3,263 | $4,180-21.9% | $6,166-47.1% | $2,544+28.3% |
| Participant deferral / active EE | $3,863 | $6,641-41.8% | $8,363-53.8% | $4,237-8.8% |
| Admin fee / account holder | $38 | $630-94.0% | $11,616-99.7% | $593-93.6% |