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 | Distribution (12b-1) fees; Custodial ... | $51,336 |
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 | $125,656 | $89,739+40.0% | $149,718-16.1% | $62,292+101.7% |
| Participation rate | 83.5% | 85.1%-1.6pp | 87.1%-3.6pp | 69.5%+13.9pp |
| Annual return | 17.84% | 21.01%-3.2pp | 1501.63%-1483.8pp | 28.90%-11.1pp |
| Employer contribution / active EE | $2,723 | $3,233-15.8% | $5,445-50.0% | $2,042+33.3% |
| Participant deferral / active EE | $3,696 | $4,797-23.0% | $6,569-43.7% | $3,169+16.6% |
| Admin fee / account holder | $276 | $551-49.9% | $11,283-97.6% | $479-42.4% |