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 GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $21,687 |
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 | $21,412 | $56,199-61.9% | $67,652-68.3% | $59,632-64.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -2.93% | 18505.31%-18508.2pp | 6625.04%-6628.0pp | 2041.28%-2044.2pp |
| Employer contribution / active EE | $1,596 | $1,614-1.1% | $2,266-29.6% | $2,203-27.5% |
| Participant deferral / active EE | $1,973 | $2,844-30.6% | $3,560-44.6% | $3,192-38.2% |
| Admin fee / account holder | $17 | $3,958-99.6% | $4,821-99.6% | $4,297-99.6% |