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 | Custodial (other than securities); Re... | $123,790 |
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 | $42,096 | $46,173-8.8% | $170,442-75.3% | $69,631-39.5% |
| Participation rate | 93.1% | 63.9%+29.2pp | 83.6%+9.5pp | 70.7%+22.4pp |
| Annual return | 18.31% | 21.62%-3.3pp | 205.93%-187.6pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $2,018 | $1,610+25.3% | $5,433-62.9% | $2,032-0.7% |
| Participant deferral / active EE | $4,264 | $2,080+105.0% | $4,939-13.7% | $3,224+32.3% |
| Admin fee / account holder | $23 | $116-80.1% | $13,880-99.8% | $110-79.1% |