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; Recordk... | $22,265 |
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 | $29,283 | $77,634-62.3% | $156,549-81.3% | $62,891-53.4% |
| Participation rate | 85.6% | 71.2%+14.4pp | 84.0%+1.5pp | 69.3%+16.2pp |
| Annual return | 8.93% | 50.32%-41.4pp | 32.23%-23.3pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,037 | $3,444-69.9% | $5,501-81.1% | $2,281-54.5% |
| Participant deferral / active EE | $959 | $3,045-68.5% | $4,871-80.3% | $3,203-70.0% |
| Admin fee / account holder | $4 | $5,561-99.9% | $13,027-100.0% | $4,296-99.9% |