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 GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $68,411 |
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 | $61,677 | $71,192-13.4% | $117,854-47.7% | $62,292-1.0% |
| Participation rate | 95.2% | 74.2%+21.0pp | 79.7%+15.5pp | 69.5%+25.7pp |
| Annual return | 16.53% | 18.66%-2.1pp | 335.08%-318.5pp | 28.90%-12.4pp |
| Employer contribution / active EE | $6,499 | $1,934+236.1% | $3,786+71.7% | $2,042+218.3% |
| Participant deferral / active EE | $7,672 | $3,189+140.6% | $4,482+71.2% | $3,169+142.1% |
| Admin fee / account holder | $71 | $587-87.9% | $8,020-99.1% | $479-85.2% |