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 GROUP5+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $85,687 |
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 | $47,708 | $85,135-44.0% | $98,907-51.8% | $73,409-35.0% |
| Participation rate | 85.1% | 81.1%+4.0pp | 76.0%+9.1pp | 72.2%+12.9pp |
| Annual return | 13.75% | 19.14%-5.4pp | 196.43%-182.7pp | 59.29%-45.5pp |
| Employer contribution / active EE | $948 | $2,721-65.2% | $2,689-64.8% | $2,234-57.6% |
| Participant deferral / active EE | $3,231 | $4,349-25.7% | $4,244-23.9% | $3,805-15.1% |
| Admin fee / account holder | $50 | $139-64.1% | $6,642-99.2% | $158-68.3% |