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 GROUP8+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $43,094 |
Service code 27 · EIN 82-5527227 | Advisory (Plan) | $8,944 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,457 | $65,435+304.2% | $86,677+205.1% | $66,914+295.2% |
| Participation rate | 92.8% | 75.5%+17.3pp | 76.6%+16.2pp | 69.8%+23.0pp |
| Annual return | -10.80% | -10.89%+0.1pp | 35.91%-46.7pp | 1.58%-12.4pp |
| Employer contribution / active EE | $10,192 | $2,153+373.3% | $2,836+259.3% | $2,544+300.6% |
| Participant deferral / active EE | $7,491 | $4,100+82.7% | $4,656+60.9% | $4,237+76.8% |
| Admin fee / account holder | $84 | $642-86.9% | $7,493-98.9% | $593-85.8% |