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 GROUP5+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $47,739 |
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 | $118,905 | $72,492+64.0% | $87,100+36.5% | $72,985+62.9% |
| Participation rate | 91.0% | 72.8%+18.2pp | 76.9%+14.2pp | 69.5%+21.6pp |
| Annual return | 19.14% | 24.46%-5.3pp | 28.19%-9.0pp | 81.00%-61.9pp |
| Employer contribution / active EE | $2,758 | $1,894+45.6% | $2,521+9.4% | $2,440+13.1% |
| Participant deferral / active EE | $5,037 | $3,270+54.1% | $4,049+24.4% | $3,607+39.6% |
| Admin fee / account holder | $48 | $5,055-99.1% | $7,497-99.4% | $5,124-99.1% |