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 GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $41,377 |
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 | $37,226 | $47,977-22.4% | $154,107-75.8% | $56,287-33.9% |
| Participation rate | 84.0% | 66.2%+17.8pp | 83.0%+1.0pp | 69.9%+14.1pp |
| Annual return | -5.15% | 3.54%-8.7pp | 735.12%-740.3pp | -9.96%+4.8pp |
| Employer contribution / active EE | $1,795 | $2,169-17.2% | $5,298-66.1% | $2,111-15.0% |
| Participant deferral / active EE | $3,491 | $2,392+46.0% | $5,081-31.3% | $3,350+4.2% |
| Admin fee / account holder | $5 | $438-98.8% | $13,411-100.0% | $521-99.0% |