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 | Direct payment from the plan; Custodi... | $178,695 |
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 | $22,774 | $28,416-19.9% | $73,545-69.0% | $69,631-67.3% |
| Participation rate | 89.6% | 38.3%+51.3pp | 54.9%+34.7pp | 70.7%+18.9pp |
| Annual return | 15.73% | -694.13%+709.9pp | -15.16%+30.9pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $104 | $430-75.9% | $1,219-91.5% | $2,032-94.9% |
| Participant deferral / active EE | $1,011 | $897+12.7% | $1,806-44.0% | $3,224-68.6% |
| Admin fee / account holder | $40 | $104-61.8% | $2,320-98.3% | $110-63.9% |