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 GROUP6+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $57,271 |
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 | $57,964 | $58,879-1.6% | $178,490-67.5% | $73,488-21.1% |
| Participation rate | 84.8% | 66.2%+18.6pp | 81.9%+2.9pp | 70.7%+14.1pp |
| Annual return | 18.19% | 24.86%-6.7pp | 151.07%-132.9pp | 28.51%-10.3pp |
| Employer contribution / active EE | $1,996 | $2,236-10.7% | $5,011-60.2% | $2,270-12.1% |
| Participant deferral / active EE | $3,762 | $2,567+46.5% | $5,202-27.7% | $3,740+0.6% |
| Admin fee / account holder | $18 | $400-95.5% | $13,984-99.9% | $513-96.5% |