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 | Recordkeeping and information managem... | $28,360 |
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 | $54,742 | $43,423+26.1% | $78,689-30.4% | $55,167-0.8% |
| Participation rate | 74.7% | 68.0%+6.7pp | 73.6%+1.1pp | 69.0%+5.7pp |
| Annual return | 7.54% | 11.53%-4.0pp | 62.18%-54.6pp | 169.23%-161.7pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,851-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,735 | $2,509+88.7% | $3,517+34.6% | $3,054+55.0% |
| Admin fee / account holder | $172 | $416-58.7% | $4,510-96.2% | $504-65.9% |