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... | $99,941 |
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 | $52,761 | $80,354-34.3% | $133,980-60.6% | $63,975-17.5% |
| Participation rate | 98.7% | 87.5%+11.1pp | 87.1%+11.6pp | 71.1%+27.5pp |
| Annual return | 8.81% | 13.11%-4.3pp | 29.30%-20.5pp | 48.65%-39.8pp |
| Employer contribution / active EE | $3,753 | $3,503+7.1% | $5,211-28.0% | $2,182+72.0% |
| Participant deferral / active EE | $4,799 | $5,239-8.4% | $6,282-23.6% | $3,356+43.0% |
| Admin fee / account holder | $36 | $69-48.2% | $9,324-99.6% | $70-49.0% |