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 GROUP5+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $21,744 |
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 | $81,249 | $55,214+47.2% | $104,607-22.3% | $73,488+10.6% |
| Participation rate | 80.6% | 67.8%+12.8pp | 74.1%+6.6pp | 70.7%+10.0pp |
| Annual return | 4.45% | 24.79%-20.3pp | 340.46%-336.0pp | 28.51%-24.1pp |
| Employer contribution / active EE | $3,008 | $1,468+104.9% | $2,681+12.2% | $2,270+32.5% |
| Participant deferral / active EE | $2,744 | $2,925-6.2% | $3,740-26.6% | $3,740-26.6% |
| Admin fee / account holder | $85 | $424-79.8% | $6,473-98.7% | $513-83.3% |