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 GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $99,927 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,687 | $129,021-39.8% | $184,203-57.8% | $77,643+0.1% |
| Participation rate | 95.7% | 87.3%+8.3pp | 86.8%+8.8pp | 70.6%+25.1pp |
| Annual return | 16.03% | 33.27%-17.2pp | 28.81%-12.8pp | 31.24%-15.2pp |
| Employer contribution / active EE | $2,645 | $4,413-40.1% | $6,427-58.8% | $2,726-3.0% |
| Participant deferral / active EE | $4,996 | $7,297-31.5% | $9,131-45.3% | $4,647+7.5% |
| Admin fee / account holder | $254 | $254-0.1% | $13,901-98.2% | $430-41.1% |