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 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $60,385 |
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 | $86,216 | $136,307-36.7% | $177,821-51.5% | $73,488+17.3% |
| Participation rate | 78.2% | 86.1%-7.9pp | 87.7%-9.5pp | 70.7%+7.5pp |
| Annual return | 15.06% | 18.68%-3.6pp | 48.32%-33.3pp | 28.51%-13.5pp |
| Employer contribution / active EE | $2,682 | $3,712-27.8% | $5,918-54.7% | $2,270+18.1% |
| Participant deferral / active EE | $3,646 | $5,829-37.4% | $7,714-52.7% | $3,740-2.5% |
| Admin fee / account holder | $38 | $596-93.7% | $12,427-99.7% | $513-92.7% |