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 GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $54,619 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,792 | $74,024-16.5% | $77,999-20.8% | $57,658+7.2% |
| Participation rate | 86.2% | 79.7%+6.5pp | 75.5%+10.7pp | 70.2%+16.0pp |
| Annual return | 5.50% | 12.14%-6.6pp | 425.96%-420.5pp | 5.13%+0.4pp |
| Employer contribution / active EE | $1,870 | $2,365-20.9% | $2,470-24.3% | $1,974-5.3% |
| Participant deferral / active EE | $3,306 | $3,533-6.4% | $3,497-5.5% | $3,061+8.0% |
| Admin fee / account holder | $60 | $93-35.4% | $5,480-98.9% | $95-36.3% |