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); Re... | $140,548 |
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 | $30,607 | $38,833-21.2% | $78,778-61.1% | $77,958-60.7% |
| Participation rate | 80.2% | 60.9%+19.3pp | 69.2%+11.0pp | 71.6%+8.6pp |
| Annual return | 606.16% | 20.31%+585.8pp | 35.62%+570.5pp | 20.87%+585.3pp |
| Employer contribution / active EE | $547 | $840-34.9% | $1,986-72.5% | $2,310-76.3% |
| Participant deferral / active EE | $1,908 | $1,776+7.4% | $2,958-35.5% | $3,537-46.0% |
| Admin fee / account holder | $17 | $89-81.4% | $5,134-99.7% | $97-83.0% |