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 GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $29,096 |
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 | $36,023 | $56,629-36.4% | $77,999-53.8% | $55,167-34.7% |
| Participation rate | 75.9% | 73.3%+2.6pp | 75.5%+0.4pp | 69.0%+6.9pp |
| Annual return | 5.48% | 2866.98%-2861.5pp | 425.96%-420.5pp | 169.23%-163.7pp |
| Employer contribution / active EE | $1,216 | $1,723-29.4% | $2,470-50.8% | $1,963-38.1% |
| Participant deferral / active EE | $1,476 | $2,777-46.8% | $3,497-57.8% | $3,054-51.7% |
| Admin fee / account holder | $28 | $467-93.9% | $5,480-99.5% | $504-94.4% |