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 GROUP9 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $59,193 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,795 | $79,171+23.5% | $102,423-4.5% | $74,495+31.3% |
| Participation rate | 78.0% | 74.8%+3.2pp | 76.5%+1.5pp | 67.2%+10.8pp |
| Annual return | 15.72% | 54.93%-39.2pp | 29.32%-13.6pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $2,994 | $2,362+26.7% | $3,023-1.0% | $2,623+14.1% |
| Participant deferral / active EE | $6,409 | $4,415+45.2% | $5,053+26.8% | $4,346+47.5% |
| Admin fee / account holder | $24 | $2,001-98.8% | $9,451-99.7% | $1,942-98.8% |