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 | Direct payment from the plan; Custodi... | $14,756 |
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 | $233,000 | $80,753+188.5% | $136,294+71.0% | $62,292+274.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.37% | 35.83%-18.5pp | 5155.94%-5138.6pp | 28.90%-11.5pp |
| Employer contribution / active EE | $6,617 | $2,884+129.5% | $4,695+40.9% | $2,042+224.0% |
| Participant deferral / active EE | $9,804 | $5,164+89.8% | $6,247+56.9% | $3,169+209.4% |
| Admin fee / account holder | $91 | $525-82.6% | $9,243-99.0% | $479-81.0% |