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 GROUP5+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $35,619 |
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 | $21,412 | $56,972-62.4% | $182,532-88.3% | $65,185-67.2% |
| Participation rate | 97.0% | 66.5%+30.5pp | 78.0%+19.0pp | 70.2%+26.8pp |
| Annual return | 22.05% | 27.67%-5.6pp | 148.54%-126.5pp | 29.38%-7.3pp |
| Employer contribution / active EE | $923 | $1,615-42.8% | $4,076-77.3% | $2,177-57.6% |
| Participant deferral / active EE | $2,156 | $3,526-38.9% | $5,524-61.0% | $3,514-38.6% |
| Admin fee / account holder | $103 | $528-80.5% | $8,592-98.8% | $847-87.9% |