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 GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Recordkeeping... | $12,869 |
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 | $217,312 | $73,102+197.3% | $123,544+75.9% | $56,287+286.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -6.59% | 3.01%-9.6pp | 119.20%-125.8pp | -9.96%+3.4pp |
| Employer contribution / active EE | $7,120 | $2,977+139.2% | $4,628+53.9% | $2,111+237.3% |
| Participant deferral / active EE | $10,361 | $5,423+91.1% | $6,426+61.2% | $3,350+209.3% |
| Admin fee / account holder | $75 | $554-86.4% | $9,284-99.2% | $521-85.5% |