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 | Distribution (12b-1) fees; Custodial ... | $71,746 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $550 |
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 | $84,642 | $65,322+29.6% | $70,449+20.1% | $73,488+15.2% |
| Participation rate | 83.9% | 77.0%+7.0pp | 75.1%+8.9pp | 70.7%+13.3pp |
| Annual return | 17.06% | 15.71%+1.3pp | 109.03%-92.0pp | 28.51%-11.5pp |
| Employer contribution / active EE | $2,543 | $2,460+3.4% | $2,737-7.1% | $2,270+12.0% |
| Participant deferral / active EE | $5,534 | $3,375+64.0% | $3,709+49.2% | $3,740+48.0% |
| Admin fee / account holder | $120 | $214-44.1% | $3,845-96.9% | $513-76.7% |