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 | Recordkeeping and information managem... | $78,310 |
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 | $22,661 | $27,330-17.1% | $67,711-66.5% | $55,191-58.9% |
| Participation rate | 94.2% | 47.5%+46.7pp | 67.5%+26.7pp | 69.2%+25.0pp |
| Annual return | -0.49% | 8.81%-9.3pp | 25.41%-25.9pp | 10.78%-11.3pp |
| Employer contribution / active EE | $1,504 | $855+75.9% | $2,559-41.2% | $1,899-20.8% |
| Participant deferral / active EE | $2,809 | $1,709+64.4% | $3,585-21.7% | $3,046-7.8% |
| Admin fee / account holder | $141 | $109+29.3% | $4,255-96.7% | $91+55.6% |