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 | Direct payment from the plan; Custodi... | $27,266 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,284 | $52,580+56.5% | $71,671+14.8% | $70,131+17.3% |
| Participation rate | 72.8% | 60.9%+12.0pp | 68.7%+4.1pp | 69.5%+3.3pp |
| Annual return | 9.81% | 20.25%-10.4pp | 20.65%-10.8pp | 73.14%-63.3pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,615 | $2,386+9.6% | $3,438-23.9% | $3,332-21.5% |
| Admin fee / account holder | $55 | $3,653-98.5% | $5,558-99.0% | $4,645-98.8% |