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 Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $39,962 |
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 | $22,278 | $81,474-72.7% | $133,956-83.4% | $73,488-69.7% |
| Participation rate | 91.3% | 76.4%+15.0pp | 79.8%+11.5pp | 70.7%+20.7pp |
| Annual return | 18.14% | 19.40%-1.3pp | 45.09%-27.0pp | 28.51%-10.4pp |
| Employer contribution / active EE | $1,527 | $2,209-30.9% | $3,919-61.0% | $2,270-32.7% |
| Participant deferral / active EE | $3,331 | $3,786-12.0% | $5,048-34.0% | $3,740-10.9% |
| Admin fee / account holder | $40 | $713-94.3% | $8,927-99.5% | $513-92.1% |