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 GROUP7 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $906 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,431 | $101,499+41.3% | $147,005-2.4% | $74,546+92.4% |
| Participation rate | 98.5% | 75.5%+23.0pp | 82.2%+16.4pp | 67.2%+31.3pp |
| Annual return | 14.61% | 8732.34%-8717.7pp | 418.76%-404.2pp | 1366.03%-1351.4pp |
| Employer contribution / active EE | $4,293 | $3,811+12.6% | $4,934-13.0% | $2,624+63.6% |
| Participant deferral / active EE | $9,901 | $7,304+35.6% | $8,070+22.7% | $4,347+127.7% |
| Admin fee / account holder | $18 | $1,748-99.0% | $13,006-99.9% | $1,944-99.1% |