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... | $82,480 |
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 | $122,997 | $96,458+27.5% | $136,294-9.8% | $77,958+57.8% |
| Participation rate | 96.4% | 75.4%+21.1pp | 81.9%+14.5pp | 71.6%+24.8pp |
| Annual return | 21.79% | 23.78%-2.0pp | 5155.94%-5134.1pp | 20.87%+0.9pp |
| Employer contribution / active EE | $3,099 | $3,144-1.4% | $4,695-34.0% | $2,310+34.1% |
| Participant deferral / active EE | $7,331 | $5,902+24.2% | $6,247+17.4% | $3,537+107.3% |
| Admin fee / account holder | $16 | $80-80.7% | $9,243-99.8% | $97-84.0% |