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 | Custodial (other than securities); Cl... | $25,640 |
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 | $56,510 | $46,722+20.9% | $130,648-56.7% | $65,185-13.3% |
| Participation rate | 83.2% | 60.9%+22.2pp | 71.7%+11.4pp | 70.2%+13.0pp |
| Annual return | 21.27% | 24.17%-2.9pp | 1708.96%-1687.7pp | 29.38%-8.1pp |
| Employer contribution / active EE | $2,304 | $1,488+54.9% | $4,092-43.7% | $2,177+5.9% |
| Participant deferral / active EE | $5,041 | $2,545+98.0% | $3,603+39.9% | $3,514+43.5% |
| Admin fee / account holder | $16 | $453-96.4% | $5,464-99.7% | $847-98.1% |