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... | $63,157 |
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 | $46,255 | $50,498-8.4% | $75,781-39.0% | $55,191-16.2% |
| Participation rate | 94.6% | 69.4%+25.2pp | 75.8%+18.8pp | 69.2%+25.5pp |
| Annual return | 1.07% | 1.80%-0.7pp | 9.68%-8.6pp | 10.78%-9.7pp |
| Employer contribution / active EE | $1,060 | $2,291-53.7% | $3,323-68.1% | $1,899-44.2% |
| Participant deferral / active EE | $4,139 | $2,589+59.9% | $3,651+13.4% | $3,046+35.9% |
| Admin fee / account holder | $39 | $123-68.0% | $5,299-99.3% | $91-56.7% |