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 (other than securities); Di... | $65,892 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,726 | $51,045+69.9% | $70,515+23.0% | $71,457+21.4% |
| Participation rate | 91.6% | 59.4%+32.1pp | 68.3%+23.2pp | 67.9%+23.6pp |
| Annual return | 16.03% | 42.63%-26.6pp | 32.77%-16.7pp | 28.85%-12.8pp |
| Employer contribution / active EE | $437 | $1,790-75.6% | $2,973-85.3% | $2,588-83.1% |
| Participant deferral / active EE | $6,227 | $3,026+105.7% | $4,567+36.3% | $4,289+45.2% |
| Admin fee / account holder | $33 | $1,994-98.4% | $6,412-99.5% | $1,587-97.9% |