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 GROUP5+ years Filed as: STANCORP FINCIAL GROUP Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Recordkeepi... | $9,630 |
STANCORP FINANCIAL GROUP5+ years Service code 60 | Sub-TA Fees | $1,690 |
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 | $87,122 | $52,953+64.5% | $172,739-49.6% | $65,185+33.7% |
| Participation rate | 98.2% | 66.2%+32.1pp | 82.6%+15.6pp | 70.2%+28.0pp |
| Annual return | 20.47% | 30.12%-9.7pp | 802.84%-782.4pp | 29.38%-8.9pp |
| Employer contribution / active EE | $2,055 | $2,190-6.1% | $5,143-60.0% | $2,177-5.6% |
| Participant deferral / active EE | $4,507 | $2,471+82.4% | $5,198-13.3% | $3,514+28.3% |
| Admin fee / account holder | $45 | $472-90.5% | $13,954-99.7% | $847-94.7% |