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 Filed as: STANCORP FINCIAL GROUP Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Direct pay... | $10,871 |
STANCORP FINANCIAL GROUP4+ years Service code 60 | Sub-TA Fees | $6,996 |
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 | $70,036 | $47,977+46.0% | $154,107-54.6% | $56,287+24.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -3.21% | 3.54%-6.7pp | 735.12%-738.3pp | -9.96%+6.7pp |
| Employer contribution / active EE | $1,740 | $2,169-19.8% | $5,298-67.2% | $2,111-17.6% |
| Participant deferral / active EE | $3,705 | $2,392+54.9% | $5,081-27.1% | $3,350+10.6% |
| Admin fee / account holder | $36 | $438-91.8% | $13,411-99.7% | $521-93.1% |