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 Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $56,485 |
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 | $76,462 | $98,982-22.8% | $162,163-52.8% | $65,185+17.3% |
| Participation rate | 80.3% | 85.8%-5.5pp | 87.6%-7.3pp | 70.2%+10.1pp |
| Annual return | 24.27% | 24.84%-0.6pp | 115.59%-91.3pp | 29.38%-5.1pp |
| Employer contribution / active EE | $3,270 | $3,467-5.7% | $5,614-41.8% | $2,177+50.2% |
| Participant deferral / active EE | $3,500 | $5,384-35.0% | $7,298-52.0% | $3,514-0.4% |
| Admin fee / account holder | $52 | $596-91.3% | $10,843-99.5% | $847-93.8% |