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 GROUP4+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $115,898 |
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 | $112,842 | $66,601+69.4% | $92,893+21.5% | $67,579+67.0% |
| Participation rate | 87.8% | 72.5%+15.3pp | 76.0%+11.8pp | 71.3%+16.5pp |
| Annual return | 21.35% | 92.58%-71.2pp | 109.41%-88.1pp | 378.56%-357.2pp |
| Employer contribution / active EE | $6,142 | $2,775+121.3% | $3,653+68.2% | $2,148+186.0% |
| Participant deferral / active EE | $6,194 | $3,157+96.2% | $4,236+46.2% | $3,539+75.0% |
| Admin fee / account holder | $249 | $199+25.1% | $5,794-95.7% | $142+74.9% |