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); Cl... | $51,802 |
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 | $151,362 | $63,299+139.1% | $91,001+66.3% | $62,292+143.0% |
| Participation rate | 97.2% | 73.3%+23.9pp | 75.6%+21.6pp | 69.5%+27.7pp |
| Annual return | 15.81% | 20.99%-5.2pp | 4.60%+11.2pp | 28.90%-13.1pp |
| Employer contribution / active EE | $4,372 | $1,807+142.0% | $2,456+78.1% | $2,042+114.1% |
| Participant deferral / active EE | $8,159 | $2,943+177.3% | $3,547+130.0% | $3,169+157.5% |
| Admin fee / account holder | $37 | $468-92.2% | $5,417-99.3% | $479-92.4% |