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 | Recordkeeping and information managem... | $34,520 |
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 | $25,922 | $62,132-58.3% | $185,823-86.1% | $73,488-64.7% |
| Participation rate | 95.7% | 67.8%+27.9pp | 78.0%+17.7pp | 70.7%+25.0pp |
| Annual return | 20.50% | 20.44%+0.1pp | 35.95%-15.5pp | 28.51%-8.0pp |
| Employer contribution / active EE | $969 | $1,681-42.4% | $4,087-76.3% | $2,270-57.3% |
| Participant deferral / active EE | $2,242 | $3,711-39.6% | $5,632-60.2% | $3,740-40.0% |
| Admin fee / account holder | $59 | $419-86.0% | $9,500-99.4% | $513-88.5% |