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 7-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 GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Custodial (ot... | $14,411 |
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 | $52,636 | $89,652-41.3% | $141,162-62.7% | $65,185-19.3% |
| Participation rate | 86.8% | 74.7%+12.0pp | 82.5%+4.3pp | 70.2%+16.6pp |
| Annual return | 0.00% | 32.79%-32.8pp | 71.39%-71.4pp | 29.38%-29.4pp |
| Employer contribution / active EE | $5,415 | $3,065+76.7% | $4,735+14.4% | $2,177+148.8% |
| Participant deferral / active EE | $6,693 | $5,691+17.6% | $6,709-0.2% | $3,514+90.5% |
| Admin fee / account holder | $181 | $569-68.2% | $10,261-98.2% | $847-78.7% |