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 GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $25,344 |
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 | $48,441 | $43,723+10.8% | $121,196-60.0% | $64,186-24.5% |
| Participation rate | 92.6% | 58.3%+34.3pp | 71.7%+20.9pp | 69.6%+23.1pp |
| Annual return | -7.58% | 68.91%-76.5pp | 16.93%-24.5pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,639 | $1,296+103.6% | $4,022-34.4% | $2,381+10.8% |
| Participant deferral / active EE | $5,520 | $2,280+142.1% | $3,344+65.1% | $3,470+59.1% |
| Admin fee / account holder | $20 | $3,501-99.4% | $5,019-99.6% | $4,888-99.6% |