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... | $56,315 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,682 | $61,272+2.3% | $149,673-58.1% | $71,457-12.3% |
| Participation rate | 80.0% | 62.5%+17.5pp | 78.8%+1.2pp | 67.9%+12.1pp |
| Annual return | 22.07% | 35.85%-13.8pp | 134.42%-112.3pp | 28.85%-6.8pp |
| Employer contribution / active EE | $2,756 | $2,378+15.9% | $4,818-42.8% | $2,588+6.5% |
| Participant deferral / active EE | $4,877 | $2,917+67.2% | $5,680-14.1% | $4,289+13.7% |
| Admin fee / account holder | $67 | $1,261-94.7% | $13,210-99.5% | $1,587-95.8% |