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 | Custodial (other than securities); Di... | $142,114 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,994 | $80,211-24.0% | $74,183-17.8% | $63,975-4.7% |
| Participation rate | 95.4% | 84.2%+11.2pp | 76.6%+18.8pp | 71.1%+24.3pp |
| Annual return | 5.82% | 14.13%-8.3pp | 17.74%-11.9pp | 48.65%-42.8pp |
| Employer contribution / active EE | $2,433 | $2,553-4.7% | $2,370+2.6% | $2,182+11.5% |
| Participant deferral / active EE | $4,244 | $4,370-2.9% | $3,550+19.6% | $3,356+26.4% |
| Admin fee / account holder | $66 | $67-1.8% | $5,586-98.8% | $70-6.3% |