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 GROUP4+ years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $36,857 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,950 | $66,302-79.0% | $110,238-87.3% | $56,287-75.2% |
| Participation rate | 84.2% | 74.9%+9.3pp | 79.8%+4.4pp | 69.9%+14.3pp |
| Annual return | -8.50% | -1.18%-7.3pp | 314.74%-323.2pp | -9.96%+1.5pp |
| Employer contribution / active EE | $1,418 | $2,047-30.7% | $3,826-62.9% | $2,111-32.8% |
| Participant deferral / active EE | $3,127 | $3,381-7.5% | $4,672-33.1% | $3,350-6.7% |
| Admin fee / account holder | $107 | $698-84.7% | $8,547-98.8% | $521-79.5% |