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 GROUP6+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $90,742 |
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 | $76,861 | $85,135-9.7% | $98,907-22.3% | $73,409+4.7% |
| Participation rate | 83.7% | 81.1%+2.6pp | 76.0%+7.7pp | 72.2%+11.6pp |
| Annual return | 15.90% | 19.14%-3.2pp | 196.43%-180.5pp | 59.29%-43.4pp |
| Employer contribution / active EE | $1,993 | $2,721-26.8% | $2,689-25.9% | $2,234-10.8% |
| Participant deferral / active EE | $3,557 | $4,349-18.2% | $4,244-16.2% | $3,805-6.5% |
| Admin fee / account holder | $58 | $139-58.7% | $6,642-99.1% | $158-63.5% |