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 | Custodial (other than securities); Cl... | $54,277 |
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 | $53,659 | $60,545-11.4% | $92,233-41.8% | $69,631-22.9% |
| Participation rate | 93.0% | 72.2%+20.8pp | 76.5%+16.5pp | 70.7%+22.3pp |
| Annual return | 16.70% | 19.71%-3.0pp | 176.28%-159.6pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $1,116 | $2,633-57.6% | $3,679-69.7% | $2,032-45.1% |
| Participant deferral / active EE | $4,470 | $2,828+58.1% | $3,897+14.7% | $3,224+38.7% |
| Admin fee / account holder | $37 | $145-74.1% | $5,194-99.3% | $110-66.1% |