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 9-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 | Sub-transfer agency fees; Claims proc... | $107,219 |
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 | $101,628 | $56,443+80.1% | $83,848+21.2% | $55,725+82.4% |
| Participation rate | 74.6% | 72.0%+2.5pp | 76.1%-1.6pp | 70.9%+3.7pp |
| Annual return | -3.11% | 393.67%-396.8pp | 850.88%-854.0pp | 244.93%-248.0pp |
| Employer contribution / active EE | $7,470 | $2,682+178.5% | $3,631+105.7% | $2,078+259.4% |
| Participant deferral / active EE | $5,214 | $2,965+75.9% | $4,082+27.8% | $3,356+55.4% |
| Admin fee / account holder | $267 | $156+70.7% | $5,478-95.1% | $115+131.5% |