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 Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $169,339 |
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 | $42,937 | $51,288-16.3% | $81,983-47.6% | $73,409-41.5% |
| Participation rate | 95.2% | 64.0%+31.2pp | 69.2%+26.0pp | 72.2%+23.0pp |
| Annual return | 14.17% | 29.48%-15.3pp | 41.31%-27.1pp | 59.29%-45.1pp |
| Employer contribution / active EE | $1,549 | $1,487+4.1% | $2,498-38.0% | $2,234-30.7% |
| Participant deferral / active EE | $4,158 | $2,715+53.2% | $3,722+11.7% | $3,805+9.3% |
| Admin fee / account holder | $120 | $125-4.2% | $5,664-97.9% | $158-24.0% |