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; Distrib... | $64,582 |
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 | $39,052 | $75,284-48.1% | $91,001-57.1% | $69,631-43.9% |
| Participation rate | 82.0% | 80.4%+1.6pp | 75.6%+6.4pp | 70.7%+11.3pp |
| Annual return | 16.43% | 48.40%-32.0pp | 4.60%+11.8pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $783 | $2,473-68.3% | $2,456-68.1% | $2,032-61.5% |
| Participant deferral / active EE | $2,675 | $3,700-27.7% | $3,547-24.6% | $3,224-17.0% |
| Admin fee / account holder | $21 | $111-80.7% | $5,417-99.6% | $110-80.7% |