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 GROUP3+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $42,454 |
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 | $227,095 | $89,739+153.1% | $149,718+51.7% | $62,292+264.6% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 14.73% | 21.01%-6.3pp | 1501.63%-1486.9pp | 28.90%-14.2pp |
| Employer contribution / active EE | $9,598 | $3,233+196.9% | $5,445+76.3% | $2,042+370.0% |
| Participant deferral / active EE | $6,423 | $4,797+33.9% | $6,569-2.2% | $3,169+102.7% |
| Admin fee / account holder | $226 | $551-59.1% | $11,283-98.0% | $479-52.9% |