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 | Recordkeeping and information managem... | $149,681 |
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 | $51,634 | $69,305-25.5% | $82,313-37.3% | $69,631-25.8% |
| Participation rate | 89.8% | 80.3%+9.5pp | 76.9%+12.9pp | 70.7%+19.1pp |
| Annual return | 16.72% | 21.47%-4.7pp | 25.88%-9.2pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $1,532 | $1,887-18.8% | $2,428-36.9% | $2,032-24.6% |
| Participant deferral / active EE | $3,544 | $3,568-0.7% | $3,706-4.4% | $3,224+9.9% |
| Admin fee / account holder | $24 | $97-74.8% | $5,608-99.6% | $110-77.8% |