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 | Direct payment from the plan; Claims ... | $23,922 |
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 | $22,482 | $52,293-57.0% | $178,490-87.4% | $73,409-69.4% |
| Participation rate | 74.0% | 65.3%+8.7pp | 81.9%-7.9pp | 72.2%+1.9pp |
| Annual return | 6.03% | 34.75%-28.7pp | 151.07%-145.0pp | 59.29%-53.3pp |
| Employer contribution / active EE | $2,801 | $1,735+61.4% | $5,011-44.1% | $2,234+25.4% |
| Participant deferral / active EE | $1,518 | $2,332-34.9% | $5,202-70.8% | $3,805-60.1% |
| Admin fee / account holder | $108 | $127-15.6% | $13,984-99.2% | $158-31.9% |