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; Recordk... | $14,907 |
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 | $28,451 | $55,453-48.7% | $170,442-83.3% | $62,292-54.3% |
| Participation rate | 81.0% | 66.4%+14.7pp | 83.6%-2.6pp | 69.5%+11.5pp |
| Annual return | 18.28% | 21.38%-3.1pp | 205.93%-187.6pp | 28.90%-10.6pp |
| Employer contribution / active EE | $1,530 | $2,164-29.3% | $5,433-71.8% | $2,042-25.1% |
| Participant deferral / active EE | $2,007 | $2,303-12.9% | $4,939-59.4% | $3,169-36.7% |
| Admin fee / account holder | $63 | $455-86.2% | $13,880-99.5% | $479-86.9% |