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 6-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 GROUP1 year Service code 15 · EIN 93-1253576 | Recordkeeping | $28,530 |
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 | $69,358 | $46,732+48.4% | $156,549-55.7% | $55,167+25.7% |
| Participation rate | 94.5% | 65.8%+28.7pp | 84.0%+10.5pp | 69.0%+25.5pp |
| Annual return | 15.25% | 17.72%-2.5pp | 32.23%-17.0pp | 169.23%-154.0pp |
| Employer contribution / active EE | $9,558 | $2,105+354.0% | $5,501+73.7% | $1,963+387.0% |
| Participant deferral / active EE | $768 | $2,204-65.2% | $4,871-84.2% | $3,054-74.9% |
| Admin fee / account holder | $170 | $418-59.5% | $13,027-98.7% | $504-66.4% |