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 | Recordkeeping and information managem... | $63,210 |
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 | $64,339 | $86,332-25.5% | $125,175-48.6% | $65,185-1.3% |
| Participation rate | 87.4% | 75.3%+12.1pp | 79.8%+7.6pp | 70.2%+17.2pp |
| Annual return | 24.15% | 27.43%-3.3pp | 43.79%-19.6pp | 29.38%-5.2pp |
| Employer contribution / active EE | $2,797 | $2,040+37.1% | $3,865-27.6% | $2,177+28.5% |
| Participant deferral / active EE | $5,922 | $3,537+67.4% | $4,937+20.0% | $3,514+68.5% |
| Admin fee / account holder | $60 | $609-90.1% | $9,702-99.4% | $847-92.9% |