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+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cu... | $82,940 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $9,615 |
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 | $46,192 | $68,413-32.5% | $123,104-62.5% | $55,191-16.3% |
| Participation rate | 99.4% | 84.5%+14.9pp | 86.8%+12.6pp | 69.2%+30.2pp |
| Annual return | 0.73% | 6.30%-5.6pp | 13.22%-12.5pp | 10.78%-10.0pp |
| Employer contribution / active EE | $2,608 | $3,050-14.5% | $5,151-49.4% | $1,899+37.3% |
| Participant deferral / active EE | $4,778 | $4,490+6.4% | $6,230-23.3% | $3,046+56.9% |
| Admin fee / account holder | $268 | $88+205.6% | $9,015-97.0% | $91+195.6% |