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 GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $119,555 |
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 | $26,773 | $39,458-32.1% | $60,547-55.8% | $55,191-51.5% |
| Participation rate | 91.8% | 59.6%+32.2pp | 68.0%+23.9pp | 69.2%+22.7pp |
| Annual return | 3.67% | 3.35%+0.3pp | 335.64%-332.0pp | 10.78%-7.1pp |
| Employer contribution / active EE | $1,271 | $1,210+5.1% | $2,419-47.5% | $1,899-33.1% |
| Participant deferral / active EE | $3,570 | $2,140+66.8% | $3,328+7.3% | $3,046+17.2% |
| Admin fee / account holder | $71 | $95-25.8% | $4,536-98.4% | $91-22.2% |