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 GROUP6+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $46,736 |
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 | $124,039 | $78,422+58.2% | $95,952+29.3% | $79,858+55.3% |
| Participation rate | 95.2% | 73.5%+21.8pp | 77.1%+18.2pp | 69.6%+25.6pp |
| Annual return | 14.82% | 19.37%-4.6pp | 91.61%-76.8pp | 31.71%-16.9pp |
| Employer contribution / active EE | $2,877 | $1,945+47.9% | $2,541+13.2% | $2,471+16.4% |
| Participant deferral / active EE | $4,989 | $3,440+45.0% | $4,167+19.7% | $3,740+33.4% |
| Admin fee / account holder | $28 | $5,622-99.5% | $6,795-99.6% | $5,306-99.5% |