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 | Custodial (other than securities); Su... | $22,182 |
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 | $88,810 | $45,825+93.8% | $90,645-2.0% | $56,287+57.8% |
| Participation rate | 75.2% | 66.7%+8.5pp | 74.0%+1.1pp | 69.9%+5.3pp |
| Annual return | 8.10% | 38.64%-30.5pp | 1.88%+6.2pp | -9.96%+18.1pp |
| Employer contribution / active EE | $3,024 | $1,372+120.4% | $2,532+19.4% | $2,111+43.2% |
| Participant deferral / active EE | $2,406 | $2,562-6.1% | $3,425-29.7% | $3,350-28.2% |
| Admin fee / account holder | $56 | $413-86.3% | $4,994-98.9% | $521-89.2% |