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... | $68,945 |
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 | $41,554 | $65,223-36.3% | $80,019-48.1% | $55,725-25.4% |
| Participation rate | 83.2% | 80.6%+2.6pp | 75.8%+7.4pp | 70.9%+12.3pp |
| Annual return | 12.15% | 7.59%+4.6pp | 11.22%+0.9pp | 244.93%-232.8pp |
| Employer contribution / active EE | $798 | $2,544-68.6% | $2,468-67.7% | $2,078-61.6% |
| Participant deferral / active EE | $2,703 | $3,881-30.4% | $3,686-26.7% | $3,356-19.5% |
| Admin fee / account holder | $38 | $114-67.0% | $6,521-99.4% | $115-67.3% |