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 GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $98,431 |
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 | $34,718 | $36,916-6.0% | $156,549-77.8% | $57,658-39.8% |
| Participation rate | 93.8% | 63.4%+30.4pp | 84.0%+9.8pp | 70.2%+23.6pp |
| Annual return | 16.11% | 12.38%+3.7pp | 32.23%-16.1pp | 5.13%+11.0pp |
| Employer contribution / active EE | $2,004 | $1,571+27.6% | $5,501-63.6% | $1,974+1.5% |
| Participant deferral / active EE | $4,083 | $1,926+112.0% | $4,871-16.2% | $3,061+33.4% |
| Admin fee / account holder | $20 | $82-76.2% | $13,027-99.8% | $95-79.2% |