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 ... | $28,036 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,949 | $67,411-14.0% | $91,001-36.3% | $70,131-17.4% |
| Participation rate | 93.1% | 71.4%+21.7pp | 75.6%+17.5pp | 69.5%+23.6pp |
| Annual return | 15.89% | -40.16%+56.1pp | 4.60%+11.3pp | 73.14%-57.2pp |
| Employer contribution / active EE | $183 | $1,786-89.8% | $2,456-92.6% | $2,342-92.2% |
| Participant deferral / active EE | $1,758 | $2,823-37.7% | $3,547-50.5% | $3,332-47.2% |
| Admin fee / account holder | $286 | $4,236-93.2% | $5,417-94.7% | $4,645-93.8% |