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 | Direct payment from the plan; Claims ... | $64,274 |
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 | $34,709 | $48,471-28.4% | $182,532-81.0% | $67,579-48.6% |
| Participation rate | 91.4% | 67.2%+24.2pp | 78.0%+13.4pp | 71.3%+20.1pp |
| Annual return | 17.80% | 31.08%-13.3pp | 148.54%-130.7pp | 378.56%-360.8pp |
| Employer contribution / active EE | $0 | $1,461-100.0% | $4,076-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $3,920 | $3,324+17.9% | $5,524-29.0% | $3,539+10.7% |
| Admin fee / account holder | $25 | $151-83.5% | $8,592-99.7% | $142-82.5% |