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); Di... | $19,423 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,242 | $59,402+124.3% | $93,654+42.3% | $74,546+78.7% |
| Participation rate | 92.0% | 59.7%+32.4pp | 68.7%+23.3pp | 67.2%+24.8pp |
| Annual return | 14.12% | 81.86%-67.7pp | 133.34%-119.2pp | 1366.03%-1351.9pp |
| Employer contribution / active EE | $1,890 | $1,265+49.5% | $2,421-21.9% | $2,624-28.0% |
| Participant deferral / active EE | $6,039 | $3,049+98.1% | $4,413+36.8% | $4,347+38.9% |
| Admin fee / account holder | $101 | $3,023-96.7% | $8,282-98.8% | $1,944-94.8% |