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 | Direct payment from the plan; Recordk... | $43,816 |
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 | $42,052 | $52,953-20.6% | $172,739-75.7% | $65,185-35.5% |
| Participation rate | 94.2% | 66.2%+28.0pp | 82.6%+11.5pp | 70.2%+24.0pp |
| Annual return | 21.81% | 30.12%-8.3pp | 802.84%-781.0pp | 29.38%-7.6pp |
| Employer contribution / active EE | $1,170 | $2,190-46.6% | $5,143-77.3% | $2,177-46.3% |
| Participant deferral / active EE | $3,371 | $2,471+36.4% | $5,198-35.1% | $3,514-4.1% |
| Admin fee / account holder | $162 | $472-65.6% | $13,954-98.8% | $847-80.9% |