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 GROUP4+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $41,249 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,544 | $42,548+14.1% | $74,550-34.9% | $56,287-13.8% |
| Participation rate | 71.3% | 60.5%+10.9pp | 69.1%+2.2pp | 69.9%+1.5pp |
| Annual return | -6.11% | 12.40%-18.5pp | 32.53%-38.6pp | -9.96%+3.8pp |
| Employer contribution / active EE | $725 | $855-15.2% | $1,961-63.0% | $2,111-65.6% |
| Participant deferral / active EE | $3,135 | $2,277+37.7% | $3,108+0.9% | $3,350-6.4% |
| Admin fee / account holder | $55 | $467-88.2% | $5,060-98.9% | $521-89.4% |