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); Di... | $58,265 |
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 | $28,363 | $42,810-33.7% | $169,463-83.3% | $55,725-49.1% |
| Participation rate | 93.2% | 64.7%+28.5pp | 77.8%+15.4pp | 70.9%+22.4pp |
| Annual return | -3.68% | -3.61%-0.1pp | 1.83%-5.5pp | 244.93%-248.6pp |
| Employer contribution / active EE | $0 | $1,402-100.0% | $4,159-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,847 | $3,141+22.5% | $5,277-27.1% | $3,356+14.7% |
| Admin fee / account holder | $22 | $106-78.9% | $9,109-99.8% | $115-80.5% |