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 GROUP6+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $58,801 |
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 | $156,676 | $81,474+92.3% | $133,956+17.0% | $73,488+113.2% |
| Participation rate | 87.9% | 76.4%+11.6pp | 79.8%+8.1pp | 70.7%+17.3pp |
| Annual return | 12.87% | 19.40%-6.5pp | 45.09%-32.2pp | 28.51%-15.6pp |
| Employer contribution / active EE | $9,516 | $2,209+330.7% | $3,919+142.9% | $2,270+319.2% |
| Participant deferral / active EE | $5,763 | $3,786+52.2% | $5,048+14.2% | $3,740+54.1% |
| Admin fee / account holder | $21 | $713-97.0% | $8,927-99.8% | $513-95.9% |