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 | Recordkeeping and information managem... | $128,482 |
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 | $43,118 | $63,905-32.5% | $74,183-41.9% | $57,658-25.2% |
| Participation rate | 91.1% | 79.8%+11.3pp | 76.6%+14.4pp | 70.2%+20.8pp |
| Annual return | 8.82% | 60.60%-51.8pp | 17.74%-8.9pp | 5.13%+3.7pp |
| Employer contribution / active EE | $1,432 | $1,840-22.2% | $2,370-39.6% | $1,974-27.4% |
| Participant deferral / active EE | $3,229 | $3,448-6.3% | $3,550-9.0% | $3,061+5.5% |
| Admin fee / account holder | $20 | $91-78.1% | $5,586-99.6% | $95-78.9% |