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 | Direct payment from the plan; Custodi... | $30,287 |
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 | $38,881 | $63,299-38.6% | $91,001-57.3% | $62,292-37.6% |
| Participation rate | 77.8% | 73.3%+4.5pp | 75.6%+2.2pp | 69.5%+8.3pp |
| Annual return | 13.36% | 20.99%-7.6pp | 4.60%+8.8pp | 28.90%-15.5pp |
| Employer contribution / active EE | $1,133 | $1,807-37.3% | $2,456-53.9% | $2,042-44.5% |
| Participant deferral / active EE | $1,829 | $2,943-37.8% | $3,547-48.4% | $3,169-42.3% |
| Admin fee / account holder | $24 | $468-94.8% | $5,417-99.6% | $479-94.9% |