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 (securities); Sub-transfer ... | $86,343 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,859 | $100,227-25.3% | $169,993-56.0% | $74,419+0.6% |
| Participation rate | 96.2% | 87.3%+8.9pp | 87.0%+9.2pp | 70.7%+25.5pp |
| Annual return | 17.83% | 66.08%-48.3pp | 53.37%-35.5pp | 34.38%-16.5pp |
| Employer contribution / active EE | $2,735 | $4,263-35.8% | $6,785-59.7% | $2,637+3.7% |
| Participant deferral / active EE | $5,165 | $7,143-27.7% | $10,408-50.4% | $4,528+14.1% |
| Admin fee / account holder | $227 | $234-3.1% | $12,815-98.2% | $348-34.7% |