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 | Direct payment from the plan; Custodi... | $70,787 |
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 | $56,652 | $66,302-14.6% | $110,238-48.6% | $56,287+0.6% |
| Participation rate | 87.4% | 74.9%+12.5pp | 79.8%+7.6pp | 69.9%+17.5pp |
| Annual return | -6.15% | -1.18%-5.0pp | 314.74%-320.9pp | -9.96%+3.8pp |
| Employer contribution / active EE | $2,971 | $2,047+45.1% | $3,826-22.4% | $2,111+40.7% |
| Participant deferral / active EE | $6,144 | $3,381+81.7% | $4,672+31.5% | $3,350+83.4% |
| Admin fee / account holder | $63 | $698-91.0% | $8,547-99.3% | $521-87.9% |